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 | $70,587 | $150,440-53.1% | $136,294-48.2% | $147,584-52.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 5.37% | 1049.08%-1043.7pp | 5155.94%-5150.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $3,760 | $5,256-28.5% | $4,695-19.9% | $4,876-22.9% |
| Participant deferral / active EE | $5,007 | $6,630-24.5% | $6,247-19.9% | $5,439-7.9% |
| Admin fee / account holder | $9,734 | $10,905-10.7% | $9,243+5.3% | $10,885-10.6% |