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 | $75,363 | $88,710-15.0% | $81,783-7.9% | $145,959-48.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.14% | 1027.26%-1019.1pp | 775.05%-766.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $9,514 | $3,083+208.6% | $2,913+226.6% | $4,661+104.1% |
| Participant deferral / active EE | $5,717 | $4,645+23.1% | $4,320+32.3% | $6,689-14.5% |
| Admin fee / account holder | $368 | $8,407-95.6% | $7,380-95.0% | $13,398-97.3% |