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 | $56,866 | $114,381-50.3% | $107,525-47.1% | $142,382-60.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 3.72% | 242.71%-239.0pp | 181.32%-177.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $13,345 | $4,015+232.4% | $3,754+255.5% | $4,299+210.4% |
| Participant deferral / active EE | $4,285 | $5,564-23.0% | $5,116-16.2% | $6,507-34.1% |
| Admin fee / account holder | $28,160 | $9,860+185.6% | $8,919+215.7% | $12,624+123.1% |