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 | $130,242 | $185,822-29.9% | $169,993-23.4% | $139,434-6.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.05% | 60.50%-50.5pp | 53.37%-43.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,815 | $7,590-49.7% | $6,785-43.8% | $4,751-19.7% |
| Participant deferral / active EE | $13,289 | $11,622+14.3% | $10,408+27.7% | $6,710+98.0% |
| Admin fee / account holder | $7,569 | $15,381-50.8% | $12,815-40.9% | $11,403-33.6% |