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 | $105,092 | $150,440-30.1% | $136,294-22.9% | $147,584-28.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.12% | 1049.08%-1041.0pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,662 | $5,256-49.4% | $4,695-43.3% | $4,876-45.4% |
| Participant deferral / active EE | $8,378 | $6,630+26.4% | $6,247+34.1% | $5,439+54.0% |
| Admin fee / account holder | $1,028 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |