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 | $95,119 | $198,466-52.1% | $170,442-44.2% | $147,584-35.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.97% | 257.29%-252.3pp | 205.93%-201.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,793 | $6,184-71.0% | $5,433-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $6,247 | $5,629+11.0% | $4,939+26.5% | $5,439+14.9% |
| Admin fee / account holder | $3,511 | $16,852-79.2% | $13,880-74.7% | $10,885-67.7% |