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 | $61,036 | $198,466-69.2% | $170,442-64.2% | $147,584-58.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 6.42% | 257.29%-250.9pp | 205.93%-199.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $19,246 | $6,184+211.2% | $5,433+254.3% | $4,876+294.7% |
| Participant deferral / active EE | $4,798 | $5,629-14.8% | $4,939-2.9% | $5,439-11.8% |
| Admin fee / account holder | $267,811 | $16,852+1489.2% | $13,880+1829.4% | $10,885+2360.3% |