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 | $62,149 | $111,724-44.4% | $93,606-33.6% | $145,922-57.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 7.76% | 202.98%-195.2pp | 133.20%-125.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,678 | $3,090-45.7% | $2,420-30.6% | $4,660-64.0% |
| Participant deferral / active EE | $2,896 | $4,912-41.0% | $4,411-34.4% | $6,688-56.7% |
| Admin fee / account holder | $3,258 | $10,250-68.2% | $8,285-60.7% | $13,397-75.7% |