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 | $99,783 | $183,963-45.8% | $162,163-38.5% | $152,861-34.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.21% | 150.76%-145.6pp | 115.59%-110.4pp | 345.32%-340.1pp |
| Employer contribution / active EE | $9,956 | $6,371+56.3% | $5,614+77.4% | $4,762+109.1% |
| Participant deferral / active EE | $5,677 | $8,034-29.3% | $7,298-22.2% | $5,850-3.0% |
| Admin fee / account holder | $4,912 | $13,121-62.6% | $10,843-54.7% | $11,596-57.6% |