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 | $123,477 | $159,901-22.8% | $146,958-16.0% | $145,922-15.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 6.77% | 98.13%-91.4pp | 418.34%-411.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $4,007 | $5,286-24.2% | $4,933-18.8% | $4,660-14.0% |
| Participant deferral / active EE | $9,899 | $8,428+17.5% | $8,070+22.7% | $6,688+48.0% |
| Admin fee / account holder | $64,481 | $15,044+328.6% | $12,998+396.1% | $13,397+381.3% |