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 | $71,755 | $183,963-61.0% | $162,163-55.8% | $152,861-53.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 2.24% | 150.76%-148.5pp | 115.59%-113.3pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,634 | $6,371-58.7% | $5,614-53.1% | $4,762-44.7% |
| Participant deferral / active EE | $7,689 | $8,034-4.3% | $7,298+5.4% | $5,850+31.4% |
| Admin fee / account holder | $1,530 | $13,121-88.3% | $10,843-85.9% | $11,596-86.8% |