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 | $106,323 | $171,865-38.1% | $149,718-29.0% | $147,584-28.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 8.89% | 2113.22%-2104.3pp | 1501.63%-1492.7pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,860 | $6,275-70.4% | $5,445-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $4,841 | $7,271-33.4% | $6,569-26.3% | $5,439-11.0% |
| Admin fee / account holder | $453 | $13,799-96.7% | $11,283-96.0% | $10,885-95.8% |