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 | $202,735 | $209,411-3.2% | $178,490+13.6% | $158,922+27.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.84% | 188.75%-182.9pp | 151.07%-145.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $10,784 | $5,706+89.0% | $5,011+115.2% | $4,761+126.5% |
| Participant deferral / active EE | $7,399 | $5,954+24.3% | $5,202+42.2% | $5,982+23.7% |
| Admin fee / account holder | $1,615 | $17,074-90.5% | $13,984-88.5% | $11,246-85.6% |