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 | $65,286 | $150,440-56.6% | $136,294-52.1% | $147,584-55.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 4.49% | 1049.08%-1044.6pp | 5155.94%-5151.4pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,413 | $5,256-54.1% | $4,695-48.6% | $4,876-50.5% |
| Participant deferral / active EE | $4,727 | $6,630-28.7% | $6,247-24.3% | $5,439-13.1% |
| Admin fee / account holder | $594 | $10,905-94.6% | $9,243-93.6% | $10,885-94.5% |