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 | $101,143 | $159,901-36.7% | $146,958-31.2% | $145,922-30.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.15% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $6,775 | $5,286+28.2% | $4,933+37.3% | $4,660+45.4% |
| Participant deferral / active EE | $14,214 | $8,428+68.6% | $8,070+76.1% | $6,688+112.5% |
| Admin fee / account holder | $3,743 | $15,044-75.1% | $12,998-71.2% | $13,397-72.1% |