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 | $129,293 | $176,056-26.6% | $159,436-18.9% | $167,490-22.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.94% | 331.75%-322.8pp | 263.57%-254.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $3,190 | $5,297-39.8% | $4,829-34.0% | $4,837-34.1% |
| Participant deferral / active EE | $8,342 | $7,750+7.6% | $7,352+13.5% | $6,341+31.6% |
| Admin fee / account holder | $10,129 | $12,554-19.3% | $10,799-6.2% | $12,309-17.7% |