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 | $126,813 | $183,963-31.1% | $162,163-21.8% | $152,861-17.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.57% | 150.76%-141.2pp | 115.59%-106.0pp | 345.32%-335.7pp |
| Employer contribution / active EE | $3,653 | $6,371-42.7% | $5,614-34.9% | $4,762-23.3% |
| Participant deferral / active EE | $6,196 | $8,034-22.9% | $7,298-15.1% | $5,850+5.9% |
| Admin fee / account holder | $600 | $13,121-95.4% | $10,843-94.5% | $11,596-94.8% |