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 | $240,480 | $114,381+110.2% | $107,525+123.7% | $142,382+68.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.55% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,643 | $4,015+15.6% | $3,754+23.7% | $4,299+8.0% |
| Participant deferral / active EE | $8,521 | $5,564+53.1% | $5,116+66.6% | $6,507+30.9% |
| Admin fee / account holder | $26,318 | $9,860+166.9% | $8,919+195.1% | $12,624+108.5% |