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 | $221,975 | $158,398+40.1% | $126,539+75.4% | $142,382+55.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.26% | 593.76%-585.5pp | 425.95%-417.7pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,101 | $4,650-54.8% | $3,674-42.8% | $4,299-51.1% |
| Participant deferral / active EE | $5,138 | $4,767+7.8% | $4,083+25.8% | $6,507-21.0% |
| Admin fee / account holder | $2,060 | $6,918-70.2% | $6,065-66.0% | $12,624-83.7% |