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 | $57,818 | $150,440-61.6% | $136,294-57.6% | $147,584-60.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 1.86% | 1049.08%-1047.2pp | 5155.94%-5154.1pp | 578.55%-576.7pp |
| Employer contribution / active EE | $2,896 | $5,256-44.9% | $4,695-38.3% | $4,876-40.6% |
| Participant deferral / active EE | $6,657 | $6,630+0.4% | $6,247+6.6% | $5,439+22.4% |
| Admin fee / account holder | $394 | $10,905-96.4% | $9,243-95.7% | $10,885-96.4% |