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 | $154,884 | $109,982+40.8% | $97,226+59.3% | $145,922+6.1% |
| Participation rate | 70.8% | 75.9%-5.1pp | 72.7%-1.9pp | 80.3%-9.4pp |
| Annual return | 6.74% | 242.90%-236.2pp | 75.13%-68.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,129 | $3,084-63.4% | $2,729-58.6% | $4,660-75.8% |
| Participant deferral / active EE | $3,450 | $4,676-26.2% | $4,264-19.1% | $6,688-48.4% |
| Admin fee / account holder | $4,984 | $6,221-19.9% | $5,654-11.8% | $13,397-62.8% |