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 | $136,853 | $159,901-14.4% | $146,958-6.9% | $145,922-6.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 7.52% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,948 | $5,286-44.2% | $4,933-40.2% | $4,660-36.7% |
| Participant deferral / active EE | $15,229 | $8,428+80.7% | $8,070+88.7% | $6,688+127.7% |
| Admin fee / account holder | $4,466 | $15,044-70.3% | $12,998-65.6% | $13,397-66.7% |