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 | $92,621 | $88,751+4.4% | $81,812+13.2% | $145,922-36.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 8.35% | 1025.40%-1017.1pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $7,096 | $3,083+130.1% | $2,912+143.7% | $4,660+52.3% |
| Participant deferral / active EE | $3,895 | $4,643-16.1% | $4,319-9.8% | $6,688-41.8% |
| Admin fee / account holder | $12,886 | $8,415+53.1% | $7,386+74.5% | $13,397-3.8% |