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 | $103,793 | $209,411-50.4% | $178,490-41.8% | $158,922-34.7% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 2.29% | 188.75%-186.5pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $2,203 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $7,079 | $5,954+18.9% | $5,202+36.1% | $5,982+18.3% |
| Admin fee / account holder | $8,342 | $17,074-51.1% | $13,984-40.3% | $11,246-25.8% |