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 | $134,384 | $202,318-33.6% | $172,739-22.2% | $152,861-12.1% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 2.19% | 1029.65%-1027.5pp | 802.84%-800.6pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,804 | $5,856-52.1% | $5,143-45.5% | $4,762-41.1% |
| Participant deferral / active EE | $5,998 | $5,948+0.8% | $5,198+15.4% | $5,850+2.5% |
| Admin fee / account holder | $787 | $17,109-95.4% | $13,954-94.4% | $11,596-93.2% |