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 | $128,110 | $176,056-27.2% | $159,436-19.6% | $167,490-23.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.50% | 331.75%-322.2pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,323 | $5,297-56.1% | $4,829-51.9% | $4,837-52.0% |
| Participant deferral / active EE | $9,132 | $7,750+17.8% | $7,352+24.2% | $6,341+44.0% |
| Admin fee / account holder | $36,948 | $12,554+194.3% | $10,799+242.2% | $12,309+200.2% |