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 | $113,927 | $159,901-28.8% | $146,958-22.5% | $145,922-21.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,179 | $5,286-21.0% | $4,933-15.3% | $4,660-10.3% |
| Participant deferral / active EE | $4,900 | $8,428-41.9% | $8,070-39.3% | $6,688-26.7% |
| Admin fee / account holder | $13,327 | $15,044-11.4% | $12,998+2.5% | $13,397-0.5% |