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 | $218,628 | $202,318+8.1% | $172,739+26.6% | $152,861+43.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.89% | 1029.65%-1017.8pp | 802.84%-791.0pp | 345.32%-333.4pp |
| Employer contribution / active EE | $2,453 | $5,856-58.1% | $5,143-52.3% | $4,762-48.5% |
| Participant deferral / active EE | $8,938 | $5,948+50.3% | $5,198+72.0% | $5,850+52.8% |
| Admin fee / account holder | $19,417 | $17,109+13.5% | $13,954+39.2% | $11,596+67.4% |