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 | $142,311 | $209,832-32.2% | $189,513-24.9% | $167,490-15.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 7.88% | 748.27%-740.4pp | 555.15%-547.3pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,802 | $6,914-59.5% | $6,162-54.5% | $4,837-42.1% |
| Participant deferral / active EE | $4,263 | $8,935-52.3% | $8,221-48.2% | $6,341-32.8% |
| Admin fee / account holder | $5,358 | $14,293-62.5% | $12,045-55.5% | $12,309-56.5% |