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 | $162,305 | $144,119+12.6% | $117,854+37.7% | $147,584+10.0% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 7.82% | 531.15%-523.3pp | 335.08%-327.3pp | 578.55%-570.7pp |
| Employer contribution / active EE | $5,250 | $4,896+7.2% | $3,786+38.7% | $4,876+7.7% |
| Participant deferral / active EE | $7,465 | $5,316+40.4% | $4,482+66.6% | $5,439+37.2% |
| Admin fee / account holder | $4,996 | $10,886-54.1% | $8,020-37.7% | $10,885-54.1% |