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 | $239,263 | $202,318+18.3% | $172,739+38.5% | $152,861+56.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 12.19% | 1029.65%-1017.5pp | 802.84%-790.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,479 | $5,856-57.7% | $5,143-51.8% | $4,762-47.9% |
| Participant deferral / active EE | $10,170 | $5,948+71.0% | $5,198+95.7% | $5,850+73.8% |
| Admin fee / account holder | $6,816 | $17,109-60.2% | $13,954-51.2% | $11,596-41.2% |