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 | $76,527 | $88,751-13.8% | $81,812-6.5% | $145,922-47.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 4.25% | 1025.40%-1021.1pp | 773.79%-769.5pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,590 | $3,083-48.4% | $2,912-45.4% | $4,660-65.9% |
| Participant deferral / active EE | $7,483 | $4,643+61.2% | $4,319+73.3% | $6,688+11.9% |
| Admin fee / account holder | $2,821 | $8,415-66.5% | $7,386-61.8% | $13,397-78.9% |