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 | $214,643 | $209,411+2.5% | $178,490+20.3% | $158,922+35.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.30% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,272 | $5,706-77.7% | $5,011-74.6% | $4,761-73.3% |
| Participant deferral / active EE | $3,979 | $5,954-33.2% | $5,202-23.5% | $5,982-33.5% |
| Admin fee / account holder | $871 | $17,074-94.9% | $13,984-93.8% | $11,246-92.3% |