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 | $119,970 | $159,901-25.0% | $146,958-18.4% | $145,922-17.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.32% | 98.13%-93.8pp | 418.34%-414.0pp | 561.29%-557.0pp |
| Employer contribution / active EE | $5,753 | $5,286+8.8% | $4,933+16.6% | $4,660+23.5% |
| Participant deferral / active EE | $6,997 | $8,428-17.0% | $8,070-13.3% | $6,688+4.6% |
| Admin fee / account holder | $10,318 | $15,044-31.4% | $12,998-20.6% | $13,397-23.0% |