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 | $179,725 | $202,318-11.2% | $172,739+4.0% | $152,861+17.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.83% | 1029.65%-1019.8pp | 802.84%-793.0pp | 345.32%-335.5pp |
| Employer contribution / active EE | $12,124 | $5,856+107.0% | $5,143+135.8% | $4,762+154.6% |
| Participant deferral / active EE | $7,700 | $5,948+29.5% | $5,198+48.1% | $5,850+31.6% |
| Admin fee / account holder | $881 | $17,109-94.8% | $13,954-93.7% | $11,596-92.4% |