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 | $160,442 | $159,602+0.5% | $150,045+6.9% | $142,382+12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.53% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,034 | $4,961-18.7% | $4,693-14.0% | $4,299-6.2% |
| Participant deferral / active EE | $12,582 | $8,310+51.4% | $7,997+57.3% | $6,507+93.4% |
| Admin fee / account holder | $53,613 | $14,846+261.1% | $13,435+299.1% | $12,624+324.7% |