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 | $79,645 | $226,064-64.8% | $182,532-56.4% | $152,861-47.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.41% | 192.51%-188.1pp | 148.54%-144.1pp | 345.32%-340.9pp |
| Employer contribution / active EE | $8,004 | $4,978+60.8% | $4,076+96.4% | $4,762+68.1% |
| Participant deferral / active EE | $6,770 | $6,368+6.3% | $5,524+22.6% | $5,850+15.7% |
| Admin fee / account holder | $1,480 | $10,703-86.2% | $8,592-82.8% | $11,596-87.2% |