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 | $56,982 | $88,751-35.8% | $81,812-30.4% | $145,922-61.0% |
| Participation rate | 90.5% | 75.0%+15.4pp | 72.3%+18.1pp | 80.3%+10.2pp |
| Annual return | 8.16% | 1025.40%-1017.2pp | 773.79%-765.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,912 | $3,083-5.6% | $2,9120% | $4,660-37.5% |
| Participant deferral / active EE | $4,372 | $4,643-5.8% | $4,319+1.2% | $6,688-34.6% |
| Admin fee / account holder | $7,085 | $8,415-15.8% | $7,386-4.1% | $13,397-47.1% |