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 9-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 | $115,242 | $109,327+5.4% | $89,391+28.9% | $158,922-27.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.77% | 345.68%-341.9pp | 245.62%-241.8pp | 302.83%-299.1pp |
| Employer contribution / active EE | $5,792 | $3,170+82.7% | $2,586+124.0% | $4,761+21.7% |
| Participant deferral / active EE | $6,939 | $4,598+50.9% | $3,890+78.4% | $5,982+16.0% |
| Admin fee / account holder | $4,417 | $6,153-28.2% | $4,881-9.5% | $11,246-60.7% |