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 | $70,867 | $159,901-55.7% | $146,958-51.8% | $145,922-51.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.71% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,930 | $5,286-63.5% | $4,933-60.9% | $4,660-58.6% |
| Participant deferral / active EE | $3,340 | $8,428-60.4% | $8,070-58.6% | $6,688-50.1% |
| Admin fee / account holder | $1,160 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |