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 | $146,351 | $183,963-20.4% | $162,163-9.8% | $152,861-4.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 5.93% | 150.76%-144.8pp | 115.59%-109.7pp | 345.32%-339.4pp |
| Employer contribution / active EE | $1,680 | $6,371-73.6% | $5,614-70.1% | $4,762-64.7% |
| Participant deferral / active EE | $6,125 | $8,034-23.8% | $7,298-16.1% | $5,850+4.7% |
| Admin fee / account holder | $396 | $13,121-97.0% | $10,843-96.3% | $11,596-96.6% |