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 | $60,044 | $171,865-65.1% | $149,718-59.9% | $147,584-59.3% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 8.52% | 2113.22%-2104.7pp | 1501.63%-1493.1pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,329 | $6,275-78.8% | $5,445-75.6% | $4,876-72.7% |
| Participant deferral / active EE | $2,993 | $7,271-58.8% | $6,569-54.4% | $5,439-45.0% |
| Admin fee / account holder | $1,793 | $13,799-87.0% | $11,283-84.1% | $10,885-83.5% |