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 | $57,114 | $198,466-71.2% | $170,442-66.5% | $147,584-61.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.20% | 257.29%-255.1pp | 205.93%-203.7pp | 578.55%-576.3pp |
| Employer contribution / active EE | $10,120 | $6,184+63.7% | $5,433+86.3% | $4,876+107.5% |
| Participant deferral / active EE | $6,198 | $5,629+10.1% | $4,939+25.5% | $5,439+14.0% |
| Admin fee / account holder | $4,574 | $16,852-72.9% | $13,880-67.0% | $10,885-58.0% |