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 | $74,974 | $159,901-53.1% | $146,958-49.0% | $145,922-48.6% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 4.90% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.4pp |
| Employer contribution / active EE | $3,963 | $5,286-25.0% | $4,933-19.7% | $4,660-15.0% |
| Participant deferral / active EE | $5,812 | $8,428-31.0% | $8,070-28.0% | $6,688-13.1% |
| Admin fee / account holder | $2,905 | $15,044-80.7% | $12,998-77.7% | $13,397-78.3% |