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 | $104,545 | $104,907-0.3% | $84,611+23.6% | $152,861-31.6% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 8.71% | 373.79%-365.1pp | 258.74%-250.0pp | 345.32%-336.6pp |
| Employer contribution / active EE | $15,384 | $3,302+366.0% | $2,652+480.1% | $4,762+223.0% |
| Participant deferral / active EE | $8,968 | $4,688+91.3% | $3,899+130.0% | $5,850+53.3% |
| Admin fee / account holder | $1,079 | $6,241-82.7% | $4,912-78.0% | $11,596-90.7% |