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 | $75,314 | $104,486-27.9% | $76,817-2.0% | $152,861-50.7% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.1%+17.9pp | 82.4%+7.6pp |
| Annual return | 4.36% | 1013.37%-1009.0pp | 1166.11%-1161.7pp | 345.32%-341.0pp |
| Employer contribution / active EE | $2,837 | $3,116-8.9% | $2,302+23.2% | $4,762-40.4% |
| Participant deferral / active EE | $1,567 | $4,236-63.0% | $3,336-53.0% | $5,850-73.2% |
| Admin fee / account holder | $36,514 | $12,275+197.5% | $6,420+468.8% | $11,596+214.9% |