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 | $133,076 | $202,318-34.2% | $172,739-23.0% | $152,861-12.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.84% | 1029.65%-1017.8pp | 802.84%-791.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $4,525 | $5,856-22.7% | $5,143-12.0% | $4,762-5.0% |
| Participant deferral / active EE | $5,024 | $5,948-15.5% | $5,198-3.3% | $5,850-14.1% |
| Admin fee / account holder | $11,263 | $17,109-34.2% | $13,954-19.3% | $11,596-2.9% |