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 | $97,999 | $159,901-38.7% | $146,958-33.3% | $145,922-32.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 6.44% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.8pp |
| Employer contribution / active EE | $4,749 | $5,286-10.2% | $4,933-3.7% | $4,660+1.9% |
| Participant deferral / active EE | $5,224 | $8,428-38.0% | $8,070-35.3% | $6,688-21.9% |
| Admin fee / account holder | $7,763 | $15,044-48.4% | $12,998-40.3% | $13,397-42.1% |