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 | $66,571 | $175,202-62.0% | $149,673-55.5% | $139,434-52.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.42% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $7,042 | $5,474+28.6% | $4,818+46.2% | $4,751+48.2% |
| Participant deferral / active EE | $5,338 | $6,519-18.1% | $5,680-6.0% | $6,710-20.5% |
| Admin fee / account holder | $2,359 | $16,150-85.4% | $13,210-82.1% | $11,403-79.3% |