See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,798 | $209,832-11.5% | $189,513-2.0% | $167,490+10.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.49% | 748.27%-742.8pp | 555.15%-549.7pp | 478.56%-473.1pp |
| Employer contribution / active EE | $9,463 | $6,914+36.9% | $6,162+53.6% | $4,837+95.6% |
| Participant deferral / active EE | $12,600 | $8,935+41.0% | $8,221+53.3% | $6,341+98.7% |
| Admin fee / account holder | $1,896 | $14,293-86.7% | $12,045-84.3% | $12,309-84.6% |