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 | $176,886 | $209,832-15.7% | $189,513-6.7% | $167,490+5.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.42% | 748.27%-739.8pp | 555.15%-546.7pp | 478.56%-470.1pp |
| Employer contribution / active EE | $9,048 | $6,914+30.9% | $6,162+46.8% | $4,837+87.0% |
| Participant deferral / active EE | $4,000 | $8,935-55.2% | $8,221-51.3% | $6,341-36.9% |
| Admin fee / account holder | $9,127 | $14,293-36.1% | $12,045-24.2% | $12,309-25.9% |