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 | $74,552 | $171,865-56.6% | $149,718-50.2% | $147,584-49.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.52% | 2113.22%-2108.7pp | 1501.63%-1497.1pp | 578.55%-574.0pp |
| Employer contribution / active EE | $6,429 | $6,275+2.5% | $5,445+18.1% | $4,876+31.8% |
| Participant deferral / active EE | $9,033 | $7,271+24.2% | $6,569+37.5% | $5,439+66.1% |
| Admin fee / account holder | $1,615 | $13,799-88.3% | $11,283-85.7% | $10,885-85.2% |