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 | $118,974 | $111,724+6.5% | $93,606+27.1% | $145,922-18.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.41% | 202.98%-195.6pp | 133.20%-125.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,064 | $3,090-0.8% | $2,420+26.6% | $4,660-34.2% |
| Participant deferral / active EE | $3,750 | $4,912-23.7% | $4,411-15.0% | $6,688-43.9% |
| Admin fee / account holder | $1,029 | $10,250-90.0% | $8,285-87.6% | $13,397-92.3% |