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 | $94,268 | $150,440-37.3% | $136,294-30.8% | $147,584-36.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 0.38% | 1049.08%-1048.7pp | 5155.94%-5155.6pp | 578.55%-578.2pp |
| Employer contribution / active EE | $1,668 | $5,256-68.3% | $4,695-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $9,825 | $6,630+48.2% | $6,247+57.3% | $5,439+80.6% |
| Admin fee / account holder | $992 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |