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 | $110,850 | $150,440-26.3% | $136,294-18.7% | $147,584-24.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 5.02% | 1049.08%-1044.1pp | 5155.94%-5150.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $2,490 | $5,256-52.6% | $4,695-47.0% | $4,876-48.9% |
| Participant deferral / active EE | $5,956 | $6,630-10.2% | $6,247-4.7% | $5,439+9.5% |
| Admin fee / account holder | $278,040 | $10,905+2449.6% | $9,243+2908.0% | $10,885+2454.3% |