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 | $219,679 | $88,751+147.5% | $81,812+168.5% | $145,922+50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.49% | 1025.40%-1017.9pp | 773.79%-766.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,481 | $3,083-19.5% | $2,912-14.8% | $4,660-46.8% |
| Participant deferral / active EE | $4,898 | $4,643+5.5% | $4,319+13.4% | $6,688-26.8% |
| Admin fee / account holder | $6,151 | $8,415-26.9% | $7,386-16.7% | $13,397-54.1% |