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 | $159,414 | $176,662-9.8% | $130,648+22.0% | $152,861+4.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.14% | 2692.24%-2687.1pp | 1708.96%-1703.8pp | 345.32%-340.2pp |
| Employer contribution / active EE | $19,489 | $5,742+239.4% | $4,092+376.3% | $4,762+309.2% |
| Participant deferral / active EE | $10,396 | $4,361+138.4% | $3,603+188.5% | $5,850+77.7% |
| Admin fee / account holder | $1,622 | $7,133-77.3% | $5,464-70.3% | $11,596-86.0% |