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 | $76,365 | $175,202-56.4% | $149,673-49.0% | $139,434-45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.53% | 166.71%-159.2pp | 134.42%-126.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $6,827 | $5,474+24.7% | $4,818+41.7% | $4,751+43.7% |
| Participant deferral / active EE | $4,590 | $6,519-29.6% | $5,680-19.2% | $6,710-31.6% |
| Admin fee / account holder | $1,435 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |