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 | $146,956 | $209,411-29.8% | $178,490-17.7% | $158,922-7.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.11% | 188.75%-184.6pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,523 | $5,706-73.3% | $5,011-69.6% | $4,761-68.0% |
| Participant deferral / active EE | $6,704 | $5,954+12.6% | $5,202+28.9% | $5,982+12.1% |
| Admin fee / account holder | $2,240 | $17,074-86.9% | $13,984-84.0% | $11,246-80.1% |