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 | $95,977 | $150,440-36.2% | $136,294-29.6% | $147,584-35.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 5.52% | 1049.08%-1043.6pp | 5155.94%-5150.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $10,801 | $5,256+105.5% | $4,695+130.0% | $4,876+121.5% |
| Participant deferral / active EE | $11,184 | $6,630+68.7% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $2,326 | $10,905-78.7% | $9,243-74.8% | $10,885-78.6% |