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 | $76,263 | $88,710-14.0% | $81,783-6.8% | $145,959-47.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 8.50% | 1027.26%-1018.8pp | 775.05%-766.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,700 | $3,083-44.9% | $2,913-41.6% | $4,661-63.5% |
| Participant deferral / active EE | $2,336 | $4,645-49.7% | $4,320-45.9% | $6,689-65.1% |
| Admin fee / account holder | $328 | $8,407-96.1% | $7,380-95.6% | $13,398-97.6% |