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 | $63,538 | $198,466-68.0% | $170,442-62.7% | $147,584-56.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.95% | 257.29%-249.3pp | 205.93%-198.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,091 | $6,184-50.0% | $5,433-43.1% | $4,876-36.6% |
| Participant deferral / active EE | $7,577 | $5,629+34.6% | $4,939+53.4% | $5,439+39.3% |
| Admin fee / account holder | $8,997 | $16,852-46.6% | $13,880-35.2% | $10,885-17.3% |