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 | $135,368 | $209,832-35.5% | $189,513-28.6% | $167,490-19.2% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 8.44% | 748.27%-739.8pp | 555.15%-546.7pp | 478.56%-470.1pp |
| Employer contribution / active EE | $3,265 | $6,914-52.8% | $6,162-47.0% | $4,837-32.5% |
| Participant deferral / active EE | $7,031 | $8,935-21.3% | $8,221-14.5% | $6,341+10.9% |
| Admin fee / account holder | $1,077 | $14,293-92.5% | $12,045-91.1% | $12,309-91.3% |