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 | $59,309 | $150,440-60.6% | $136,294-56.5% | $147,584-59.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 10.42% | 1049.08%-1038.7pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $4,182 | $5,256-20.4% | $4,695-10.9% | $4,876-14.2% |
| Participant deferral / active EE | $8,365 | $6,630+26.2% | $6,247+33.9% | $5,439+53.8% |
| Admin fee / account holder | $12,472 | $10,905+14.4% | $9,243+34.9% | $10,885+14.6% |