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 | $85,118 | $159,901-46.8% | $146,958-42.1% | $145,922-41.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.39% | 98.13%-88.7pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,332 | $5,286-55.9% | $4,933-52.7% | $4,660-50.0% |
| Participant deferral / active EE | $5,617 | $8,428-33.4% | $8,070-30.4% | $6,688-16.0% |
| Admin fee / account holder | $2,139 | $15,044-85.8% | $12,998-83.5% | $13,397-84.0% |