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 | $40,172 | $209,411-80.8% | $178,490-77.5% | $158,922-74.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.88% | 188.75%-189.6pp | 151.07%-151.9pp | 302.83%-303.7pp |
| Employer contribution / active EE | $5,559 | $5,706-2.6% | $5,011+10.9% | $4,761+16.7% |
| Participant deferral / active EE | $3,665 | $5,954-38.5% | $5,202-29.5% | $5,982-38.7% |
| Admin fee / account holder | $3,249 | $17,074-81.0% | $13,984-76.8% | $11,246-71.1% |