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 | $212,714 | $165,335+28.7% | $149,696+42.1% | $158,922+33.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.07% | 348.15%-341.1pp | 276.60%-269.5pp | 302.83%-295.8pp |
| Employer contribution / active EE | $13,984 | $5,103+174.0% | $4,644+201.1% | $4,761+193.7% |
| Participant deferral / active EE | $10,168 | $7,181+41.6% | $6,842+48.6% | $5,982+70.0% |
| Admin fee / account holder | $740 | $10,807-93.2% | $9,309-92.1% | $11,246-93.4% |