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 | $114,019 | $183,963-38.0% | $162,163-29.7% | $152,861-25.4% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 5.57% | 150.76%-145.2pp | 115.59%-110.0pp | 345.32%-339.7pp |
| Employer contribution / active EE | $4,810 | $6,371-24.5% | $5,614-14.3% | $4,762+1.0% |
| Participant deferral / active EE | $5,056 | $8,034-37.1% | $7,298-30.7% | $5,850-13.6% |
| Admin fee / account holder | $3,069 | $13,121-76.6% | $10,843-71.7% | $11,596-73.5% |