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 | $124,447 | $198,466-37.3% | $170,442-27.0% | $147,584-15.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.93% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $4,121 | $6,184-33.4% | $5,433-24.2% | $4,876-15.5% |
| Participant deferral / active EE | $6,170 | $5,629+9.6% | $4,939+24.9% | $5,439+13.5% |
| Admin fee / account holder | $37,449 | $16,852+122.2% | $13,880+169.8% | $10,885+244.0% |