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 4-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 | $92,632 | $88,710+4.4% | $81,783+13.3% | $145,959-36.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.70% | 1027.26%-1019.6pp | 775.05%-767.3pp | 561.95%-554.2pp |
| Employer contribution / active EE | $19,696 | $3,083+538.8% | $2,913+576.2% | $4,661+322.6% |
| Participant deferral / active EE | $10,116 | $4,645+117.8% | $4,320+134.1% | $6,689+51.2% |
| Admin fee / account holder | $5,997 | $8,407-28.7% | $7,380-18.7% | $13,398-55.2% |