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 | $77,839 | $99,020-21.4% | $86,590-10.1% | $147,584-47.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 8.50% | 1312.34%-1303.8pp | 964.84%-956.3pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,583 | $3,132-49.5% | $2,839-44.3% | $4,876-67.5% |
| Participant deferral / active EE | $4,134 | $3,972+4.1% | $3,609+14.6% | $5,439-24.0% |
| Admin fee / account holder | $627 | $5,710-89.0% | $4,906-87.2% | $10,885-94.2% |