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 7-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 | $44,307 | $159,901-72.3% | $146,958-69.9% | $145,922-69.6% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.4pp |
| Annual return | 9.16% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,791 | $5,286-47.2% | $4,933-43.4% | $4,660-40.1% |
| Participant deferral / active EE | $4,555 | $8,428-46.0% | $8,070-43.6% | $6,688-31.9% |
| Admin fee / account holder | $1,134 | $15,044-92.5% | $12,998-91.3% | $13,397-91.5% |