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 | $226,875 | $165,335+37.2% | $149,696+51.6% | $158,922+42.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.27% | 348.15%-342.9pp | 276.60%-271.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $9,428 | $5,103+84.8% | $4,644+103.0% | $4,761+98.0% |
| Participant deferral / active EE | $6,344 | $7,181-11.7% | $6,842-7.3% | $5,982+6.0% |
| Admin fee / account holder | $1,812 | $10,807-83.2% | $9,309-80.5% | $11,246-83.9% |