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 | $92,452 | $144,119-35.9% | $117,854-21.6% | $147,584-37.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 2.77% | 531.15%-528.4pp | 335.08%-332.3pp | 578.55%-575.8pp |
| Employer contribution / active EE | $6,402 | $4,896+30.8% | $3,786+69.1% | $4,876+31.3% |
| Participant deferral / active EE | $9,150 | $5,316+72.1% | $4,482+104.2% | $5,439+68.2% |
| Admin fee / account holder | $1,041 | $10,886-90.4% | $8,020-87.0% | $10,885-90.4% |