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 | $118,977 | $226,064-47.4% | $182,532-34.8% | $152,861-22.2% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 4.33% | 192.51%-188.2pp | 148.54%-144.2pp | 345.32%-341.0pp |
| Employer contribution / active EE | $2,555 | $4,978-48.7% | $4,076-37.3% | $4,762-46.3% |
| Participant deferral / active EE | $4,943 | $6,368-22.4% | $5,524-10.5% | $5,850-15.5% |
| Admin fee / account holder | $2,251 | $10,703-79.0% | $8,592-73.8% | $11,596-80.6% |