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 | $99,601 | $202,318-50.8% | $172,739-42.3% | $152,861-34.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.05% | 1029.65%-1018.6pp | 802.84%-791.8pp | 345.32%-334.3pp |
| Employer contribution / active EE | $7,188 | $5,856+22.7% | $5,143+39.8% | $4,762+50.9% |
| Participant deferral / active EE | $4,458 | $5,948-25.0% | $5,198-14.2% | $5,850-23.8% |
| Admin fee / account holder | $8,653 | $17,109-49.4% | $13,954-38.0% | $11,596-25.4% |