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 | $112,421 | $217,402-48.3% | $185,823-39.5% | $167,490-32.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.02% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $10,867 | $5,873+85.0% | $5,167+110.3% | $4,837+124.6% |
| Participant deferral / active EE | $5,693 | $6,356-10.4% | $5,568+2.2% | $6,341-10.2% |
| Admin fee / account holder | $1,875 | $19,811-90.5% | $16,237-88.5% | $12,309-84.8% |