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 | $191,654 | $171,865+11.5% | $149,718+28.0% | $147,584+29.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.74% | 2113.22%-2108.5pp | 1501.63%-1496.9pp | 578.55%-573.8pp |
| Employer contribution / active EE | $4,509 | $6,275-28.1% | $5,445-17.2% | $4,876-7.5% |
| Participant deferral / active EE | $9,725 | $7,271+33.8% | $6,569+48.0% | $5,439+78.8% |
| Admin fee / account holder | $20,833 | $13,799+51.0% | $11,283+84.6% | $10,885+91.4% |