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 | $168,393 | $107,334+56.9% | $92,893+81.3% | $152,861+10.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 5.18% | 145.58%-140.4pp | 109.41%-104.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,669 | $4,221-60.5% | $3,653-54.3% | $4,762-65.0% |
| Participant deferral / active EE | $3,396 | $4,845-29.9% | $4,236-19.8% | $5,850-42.0% |
| Admin fee / account holder | $1,988 | $7,079-71.9% | $5,794-65.7% | $11,596-82.9% |