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 | $94,467 | $173,345-45.5% | $136,007-30.5% | $145,922-35.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.68% | 1163.32%-1156.6pp | 579.32%-572.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,305 | $5,278-37.4% | $4,217-21.6% | $4,660-29.1% |
| Participant deferral / active EE | $5,275 | $8,699-39.4% | $7,025-24.9% | $6,688-21.1% |
| Admin fee / account holder | $405 | $9,954-95.9% | $6,858-94.1% | $13,397-97.0% |