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 | $195,144 | $209,411-6.8% | $178,490+9.3% | $158,922+22.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.13% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,991 | $5,706-47.6% | $5,011-40.3% | $4,761-37.2% |
| Participant deferral / active EE | $11,080 | $5,954+86.1% | $5,202+113.0% | $5,982+85.2% |
| Admin fee / account holder | $1,440 | $17,074-91.6% | $13,984-89.7% | $11,246-87.2% |