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 | $163,847 | $198,466-17.4% | $170,442-3.9% | $147,584+11.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 2.41% | 257.29%-254.9pp | 205.93%-203.5pp | 578.55%-576.1pp |
| Employer contribution / active EE | $3,117 | $6,184-49.6% | $5,433-42.6% | $4,876-36.1% |
| Participant deferral / active EE | $11,988 | $5,629+113.0% | $4,939+142.7% | $5,439+120.4% |
| Admin fee / account holder | $50,091 | $16,852+197.2% | $13,880+260.9% | $10,885+360.2% |