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 | $85,237 | $144,119-40.9% | $117,854-27.7% | $147,584-42.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 4.77% | 531.15%-526.4pp | 335.08%-330.3pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,809 | $4,896-63.0% | $3,786-52.2% | $4,876-62.9% |
| Participant deferral / active EE | $4,891 | $5,316-8.0% | $4,482+9.1% | $5,439-10.1% |
| Admin fee / account holder | $1,585 | $10,886-85.4% | $8,020-80.2% | $10,885-85.4% |