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 | $125,608 | $99,020+26.9% | $86,590+45.1% | $147,584-14.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 7.92% | 1312.34%-1304.4pp | 964.84%-956.9pp | 578.55%-570.6pp |
| Employer contribution / active EE | $6,492 | $3,132+107.3% | $2,839+128.7% | $4,876+33.1% |
| Participant deferral / active EE | $12,396 | $3,972+212.1% | $3,609+243.5% | $5,439+127.9% |
| Admin fee / account holder | $18,712 | $5,710+227.7% | $4,906+281.4% | $10,885+71.9% |