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 | $134,838 | $217,402-38.0% | $185,823-27.4% | $167,490-19.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.82% | 148.36%-143.5pp | 122.05%-117.2pp | 478.56%-473.7pp |
| Employer contribution / active EE | $4,461 | $5,873-24.0% | $5,167-13.7% | $4,837-7.8% |
| Participant deferral / active EE | $3,552 | $6,356-44.1% | $5,568-36.2% | $6,341-44.0% |
| Admin fee / account holder | $733 | $19,811-96.3% | $16,237-95.5% | $12,309-94.0% |