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 | $161,062 | $100,852+59.7% | $90,404+78.2% | $158,922+1.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 4.94% | 1724.20%-1719.3pp | 1293.02%-1288.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $4,686 | $3,689+27.0% | $3,262+43.7% | $4,761-1.6% |
| Participant deferral / active EE | $5,690 | $4,348+30.9% | $3,963+43.6% | $5,982-4.9% |
| Admin fee / account holder | $2,741 | $6,501-57.8% | $5,611-51.1% | $11,246-75.6% |