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 | $79,476 | $226,064-64.8% | $182,532-56.5% | $152,861-48.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 5.38% | 192.51%-187.1pp | 148.54%-143.2pp | 345.32%-339.9pp |
| Employer contribution / active EE | $14,571 | $4,978+192.7% | $4,076+257.5% | $4,762+206.0% |
| Participant deferral / active EE | $6,714 | $6,368+5.4% | $5,524+21.5% | $5,850+14.8% |
| Admin fee / account holder | $1,774 | $10,703-83.4% | $8,592-79.4% | $11,596-84.7% |