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 | $111,766 | $150,440-25.7% | $136,294-18.0% | $147,584-24.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.59% | 1049.08%-1039.5pp | 5155.94%-5146.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $4,904 | $5,256-6.7% | $4,695+4.4% | $4,876+0.6% |
| Participant deferral / active EE | $15,195 | $6,630+129.2% | $6,247+143.2% | $5,439+179.4% |
| Admin fee / account holder | $832 | $10,905-92.4% | $9,243-91.0% | $10,885-92.4% |