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 | $98,848 | $102,966-4.0% | $90,281+9.5% | $152,861-35.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.98% | 95.16%-88.2pp | 78.10%-71.1pp | 345.32%-338.3pp |
| Employer contribution / active EE | $6,039 | $3,139+92.4% | $2,854+111.5% | $4,762+26.8% |
| Participant deferral / active EE | $5,999 | $4,281+40.1% | $3,885+54.4% | $5,850+2.5% |
| Admin fee / account holder | $3,116 | $6,171-49.5% | $5,351-41.8% | $11,596-73.1% |