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 5-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 | $137,082 | $88,751+54.5% | $81,812+67.6% | $145,922-6.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.21% | 1025.40%-1021.2pp | 773.79%-769.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $3,355 | $3,083+8.8% | $2,912+15.2% | $4,660-28.0% |
| Participant deferral / active EE | $1,875 | $4,643-59.6% | $4,319-56.6% | $6,688-72.0% |
| Admin fee / account holder | $6,712 | $8,415-20.2% | $7,386-9.1% | $13,397-49.9% |