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 | $39,100 | $159,901-75.5% | $146,958-73.4% | $145,922-73.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 4.59% | 98.13%-93.5pp | 418.34%-413.7pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,890 | $5,286-64.2% | $4,933-61.7% | $4,660-59.4% |
| Participant deferral / active EE | $4,462 | $8,428-47.1% | $8,070-44.7% | $6,688-33.3% |
| Admin fee / account holder | $1,389 | $15,044-90.8% | $12,998-89.3% | $13,397-89.6% |