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 | $58,722 | $150,440-61.0% | $136,294-56.9% | $147,584-60.2% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 1.97% | 1049.08%-1047.1pp | 5155.94%-5154.0pp | 578.55%-576.6pp |
| Employer contribution / active EE | $3,551 | $5,256-32.4% | $4,695-24.4% | $4,876-27.2% |
| Participant deferral / active EE | $10,887 | $6,630+64.2% | $6,247+74.3% | $5,439+100.2% |
| Admin fee / account holder | $12,067 | $10,905+10.6% | $9,243+30.5% | $10,885+10.9% |