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 | $208,555 | $202,318+3.1% | $172,739+20.7% | $152,861+36.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.79% | 1029.65%-1026.9pp | 802.84%-800.1pp | 345.32%-342.5pp |
| Employer contribution / active EE | $3,352 | $5,856-42.8% | $5,143-34.8% | $4,762-29.6% |
| Participant deferral / active EE | $11,690 | $5,948+96.5% | $5,198+124.9% | $5,850+99.8% |
| Admin fee / account holder | $4,409 | $17,109-74.2% | $13,954-68.4% | $11,596-62.0% |