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 | $57,799 | $159,901-63.9% | $146,958-60.7% | $145,922-60.4% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 4.03% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.3pp |
| Employer contribution / active EE | $5,831 | $5,286+10.3% | $4,933+18.2% | $4,660+25.1% |
| Participant deferral / active EE | $3,004 | $8,428-64.4% | $8,070-62.8% | $6,688-55.1% |
| Admin fee / account holder | $995 | $15,044-93.4% | $12,998-92.3% | $13,397-92.6% |