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 | $95,831 | $175,202-45.3% | $149,673-36.0% | $139,434-31.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $19,626 | $5,474+258.5% | $4,818+307.4% | $4,751+313.1% |
| Participant deferral / active EE | $15,280 | $6,519+134.4% | $5,680+169.0% | $6,710+127.7% |
| Admin fee / account holder | $20,982 | $16,150+29.9% | $13,210+58.8% | $11,403+84.0% |