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 | $203,837 | $198,466+2.7% | $170,442+19.6% | $147,584+38.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.73% | 257.29%-249.6pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $7,023 | $6,184+13.6% | $5,433+29.3% | $4,876+44.0% |
| Participant deferral / active EE | $8,215 | $5,629+45.9% | $4,939+66.3% | $5,439+51.1% |
| Admin fee / account holder | $1,952 | $16,852-88.4% | $13,880-85.9% | $10,885-82.1% |