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 | $224,792 | $209,832+7.1% | $189,513+18.6% | $167,490+34.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.77% | 748.27%-741.5pp | 555.15%-548.4pp | 478.56%-471.8pp |
| Employer contribution / active EE | $17,803 | $6,914+157.5% | $6,162+188.9% | $4,837+268.0% |
| Participant deferral / active EE | $9,953 | $8,935+11.4% | $8,221+21.1% | $6,341+57.0% |
| Admin fee / account holder | $2,451 | $14,293-82.9% | $12,045-79.7% | $12,309-80.1% |