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 | $97,596 | $112,096-12.9% | $95,952+1.7% | $158,922-38.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 4.35% | 171.09%-166.7pp | 91.61%-87.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,254 | $3,198-29.5% | $2,541-11.3% | $4,761-52.7% |
| Participant deferral / active EE | $4,082 | $4,784-14.7% | $4,167-2.0% | $5,982-31.8% |
| Admin fee / account holder | $588 | $10,130-94.2% | $6,795-91.3% | $11,246-94.8% |