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 | $147,112 | $202,318-27.3% | $172,739-14.8% | $152,861-3.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.29% | 1029.65%-1027.4pp | 802.84%-800.6pp | 345.32%-343.0pp |
| Employer contribution / active EE | $6,802 | $5,856+16.1% | $5,143+32.3% | $4,762+42.8% |
| Participant deferral / active EE | $8,600 | $5,948+44.6% | $5,198+65.5% | $5,850+47.0% |
| Admin fee / account holder | $8,692 | $17,109-49.2% | $13,954-37.7% | $11,596-25.0% |