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 | $218,980 | $202,318+8.2% | $172,739+26.8% | $152,861+43.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.72% | 1029.65%-1018.9pp | 802.84%-792.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $1,680 | $5,856-71.3% | $5,143-67.3% | $4,762-64.7% |
| Participant deferral / active EE | $2,150 | $5,948-63.9% | $5,198-58.6% | $5,850-63.2% |
| Admin fee / account holder | $2,816 | $17,109-83.5% | $13,954-79.8% | $11,596-75.7% |