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 | $75,108 | $144,119-47.9% | $117,854-36.3% | $147,584-49.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 5.25% | 531.15%-525.9pp | 335.08%-329.8pp | 578.55%-573.3pp |
| Employer contribution / active EE | $2,120 | $4,896-56.7% | $3,786-44.0% | $4,876-56.5% |
| Participant deferral / active EE | $2,590 | $5,316-51.3% | $4,482-42.2% | $5,439-52.4% |
| Admin fee / account holder | $569 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |