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 | $105,118 | $109,817-4.3% | $98,442+6.8% | $167,490-37.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.63% | 1956.69%-1948.1pp | 1492.73%-1484.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $8,544 | $3,224+165.0% | $2,960+188.7% | $4,837+76.6% |
| Participant deferral / active EE | $6,464 | $4,673+38.3% | $4,276+51.2% | $6,341+1.9% |
| Admin fee / account holder | $827 | $6,753-87.8% | $5,949-86.1% | $12,309-93.3% |