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 | $221,662 | $202,318+9.6% | $172,739+28.3% | $152,861+45.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.91% | 1029.65%-1026.7pp | 802.84%-799.9pp | 345.32%-342.4pp |
| Employer contribution / active EE | $13,499 | $5,856+130.5% | $5,143+162.5% | $4,762+183.5% |
| Participant deferral / active EE | $6,910 | $5,948+16.2% | $5,198+32.9% | $5,850+18.1% |
| Admin fee / account holder | $1,798 | $17,109-89.5% | $13,954-87.1% | $11,596-84.5% |