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 | $200,424 | $108,919+84.0% | $100,391+99.6% | $145,922+37.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.03% | 57.88%-48.9pp | 49.20%-40.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,816 | $4,419-13.7% | $3,942-3.2% | $4,660-18.1% |
| Participant deferral / active EE | $4,816 | $8,445-43.0% | $8,082-40.4% | $6,688-28.0% |
| Admin fee / account holder | $14,542 | $9,689+50.1% | $7,899+84.1% | $13,397+8.5% |