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 | $122,559 | $159,901-23.4% | $146,958-16.6% | $145,922-16.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.09% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,667 | $5,286-49.5% | $4,933-45.9% | $4,660-42.8% |
| Participant deferral / active EE | $7,262 | $8,428-13.8% | $8,070-10.0% | $6,688+8.6% |
| Admin fee / account holder | $10,162 | $15,044-32.4% | $12,998-21.8% | $13,397-24.1% |