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 | $108,282 | $171,865-37.0% | $149,718-27.7% | $147,584-26.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 5.06% | 2113.22%-2108.2pp | 1501.63%-1496.6pp | 578.55%-573.5pp |
| Employer contribution / active EE | $14,529 | $6,275+131.5% | $5,445+166.8% | $4,876+198.0% |
| Participant deferral / active EE | $9,840 | $7,271+35.3% | $6,569+49.8% | $5,439+80.9% |
| Admin fee / account holder | $1,548 | $13,799-88.8% | $11,283-86.3% | $10,885-85.8% |