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 | $134,536 | $202,318-33.5% | $172,739-22.1% | $152,861-12.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.86% | 1029.65%-1026.8pp | 802.84%-800.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $2,273 | $5,856-61.2% | $5,143-55.8% | $4,762-52.3% |
| Participant deferral / active EE | $3,484 | $5,948-41.4% | $5,198-33.0% | $5,850-40.4% |
| Admin fee / account holder | $312 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |