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 | $159,153 | $226,064-29.6% | $182,532-12.8% | $152,861+4.1% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 1.83% | 192.51%-190.7pp | 148.54%-146.7pp | 345.32%-343.5pp |
| Employer contribution / active EE | $3,633 | $4,978-27.0% | $4,076-10.9% | $4,762-23.7% |
| Participant deferral / active EE | $3,150 | $6,368-50.5% | $5,524-43.0% | $5,850-46.2% |
| Admin fee / account holder | $1,491 | $10,703-86.1% | $8,592-82.6% | $11,596-87.1% |