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 | $153,498 | $57,281+168.0% | $86,612+77.2% | $75,163+104.2% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 13.27% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $4,608 | $2,314+99.1% | $3,022+52.4% | $2,670+72.6% |
| Participant deferral / active EE | $6,924 | $3,318+108.7% | $4,438+56.0% | $4,125+67.8% |
| Admin fee / account holder | $12,869 | $4,112+213.0% | $5,614+129.2% | $5,651+127.7% |