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 | $114,050 | $202,318-43.6% | $172,739-34.0% | $152,861-25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.70% | 1029.65%-1022.9pp | 802.84%-796.1pp | 345.32%-338.6pp |
| Employer contribution / active EE | $11,167 | $5,856+90.7% | $5,143+117.1% | $4,762+134.5% |
| Participant deferral / active EE | $8,410 | $5,948+41.4% | $5,198+61.8% | $5,850+43.8% |
| Admin fee / account holder | $4,821 | $17,109-71.8% | $13,954-65.5% | $11,596-58.4% |