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 | $48,395 | $88,710-45.4% | $81,783-40.8% | $145,959-66.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.55% | 1027.26%-1018.7pp | 775.05%-766.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $5,909 | $3,083+91.6% | $2,913+102.9% | $4,661+26.8% |
| Participant deferral / active EE | $6,260 | $4,645+34.8% | $4,320+44.9% | $6,689-6.4% |
| Admin fee / account holder | $9,764 | $8,407+16.1% | $7,380+32.3% | $13,398-27.1% |