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 | $98,845 | $202,318-51.1% | $172,739-42.8% | $152,861-35.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.31% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,749 | $5,856-70.1% | $5,143-66.0% | $4,762-63.3% |
| Participant deferral / active EE | $7,182 | $5,948+20.7% | $5,198+38.2% | $5,850+22.8% |
| Admin fee / account holder | $1,684 | $17,109-90.2% | $13,954-87.9% | $11,596-85.5% |