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 | $77,230 | $183,963-58.0% | $162,163-52.4% | $152,861-49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.82% | 150.76%-138.9pp | 115.59%-103.8pp | 345.32%-333.5pp |
| Employer contribution / active EE | $14,492 | $6,371+127.5% | $5,614+158.2% | $4,762+204.3% |
| Participant deferral / active EE | $10,721 | $8,034+33.4% | $7,298+46.9% | $5,850+83.3% |
| Admin fee / account holder | $1,406 | $13,121-89.3% | $10,843-87.0% | $11,596-87.9% |