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 | $55,322 | $198,466-72.1% | $170,442-67.5% | $147,584-62.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.12% | 257.29%-254.2pp | 205.93%-202.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $17,975 | $6,184+190.7% | $5,433+230.9% | $4,876+268.6% |
| Participant deferral / active EE | $8,956 | $5,629+59.1% | $4,939+81.3% | $5,439+64.7% |
| Admin fee / account holder | $97,315 | $16,852+477.5% | $13,880+601.1% | $10,885+794.0% |