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 | $147,621 | $148,534-0.6% | $135,903+8.6% | $139,434+5.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.62% | 79.19%-70.6pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $3,112 | $5,243-40.6% | $4,856-35.9% | $4,751-34.5% |
| Participant deferral / active EE | $22,725 | $8,100+180.5% | $7,758+192.9% | $6,710+238.7% |
| Admin fee / account holder | $2,959 | $12,400-76.1% | $10,762-72.5% | $11,403-74.0% |