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 | $66,926 | $81,632-18.0% | $70,449-5.0% | $158,922-57.9% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 0.79% | 208.40%-207.6pp | 109.03%-108.2pp | 302.83%-302.0pp |
| Employer contribution / active EE | $6,621 | $3,217+105.8% | $2,737+141.9% | $4,761+39.1% |
| Participant deferral / active EE | $7,791 | $4,554+71.1% | $3,709+110.1% | $5,982+30.2% |
| Admin fee / account holder | $9,752 | $6,193+57.5% | $3,845+153.6% | $11,246-13.3% |