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 | $64,689 | $202,318-68.0% | $172,739-62.6% | $152,861-57.7% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 9.90% | 1029.65%-1019.8pp | 802.84%-792.9pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,375 | $5,856-59.4% | $5,143-53.8% | $4,762-50.1% |
| Participant deferral / active EE | $5,719 | $5,948-3.8% | $5,198+10.0% | $5,850-2.2% |
| Admin fee / account holder | $5,432 | $17,109-68.3% | $13,954-61.1% | $11,596-53.2% |