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 | $157,382 | $217,402-27.6% | $185,823-15.3% | $167,490-6.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.27% | 148.36%-142.1pp | 122.05%-115.8pp | 478.56%-472.3pp |
| Employer contribution / active EE | $16,667 | $5,873+183.8% | $5,167+222.5% | $4,837+244.5% |
| Participant deferral / active EE | $17,633 | $6,356+177.4% | $5,568+216.7% | $6,341+178.1% |
| Admin fee / account holder | $4,151 | $19,811-79.0% | $16,237-74.4% | $12,309-66.3% |