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 | $151,744 | $88,751+71.0% | $81,812+85.5% | $145,922+4.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 8.24% | 1025.40%-1017.2pp | 773.79%-765.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,044 | $3,083-1.3% | $2,912+4.5% | $4,660-34.7% |
| Participant deferral / active EE | $7,566 | $4,643+63.0% | $4,319+75.2% | $6,688+13.1% |
| Admin fee / account holder | $1,981 | $8,415-76.5% | $7,386-73.2% | $13,397-85.2% |