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 | $146,427 | $202,318-27.6% | $172,739-15.2% | $152,861-4.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.49% | 1029.65%-1022.2pp | 802.84%-795.4pp | 345.32%-337.8pp |
| Employer contribution / active EE | $6,623 | $5,856+13.1% | $5,143+28.8% | $4,762+39.1% |
| Participant deferral / active EE | $3,848 | $5,948-35.3% | $5,198-26.0% | $5,850-34.2% |
| Admin fee / account holder | $1,896 | $17,109-88.9% | $13,954-86.4% | $11,596-83.7% |