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 | $200,617 | $179,726+11.6% | $156,263+28.4% | $142,382+40.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 6.48% | 77.86%-71.4pp | 59.47%-53.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,170 | $5,069-57.2% | $4,333-49.9% | $4,299-49.5% |
| Participant deferral / active EE | $6,623 | $6,956-4.8% | $6,158+7.5% | $6,507+1.8% |
| Admin fee / account holder | $97,092 | $17,272+462.1% | $14,255+581.1% | $12,624+669.1% |