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 | $148,565 | $202,318-26.6% | $172,739-14.0% | $152,861-2.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.53% | 1029.65%-1028.1pp | 802.84%-801.3pp | 345.32%-343.8pp |
| Employer contribution / active EE | $5,043 | $5,856-13.9% | $5,143-1.9% | $4,762+5.9% |
| Participant deferral / active EE | $2,723 | $5,948-54.2% | $5,198-47.6% | $5,850-53.4% |
| Admin fee / account holder | $758 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |