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 | $98,449 | $217,402-54.7% | $185,823-47.0% | $167,490-41.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.38% | 148.36%-143.0pp | 122.05%-116.7pp | 478.56%-473.2pp |
| Employer contribution / active EE | $6,629 | $5,873+12.9% | $5,167+28.3% | $4,837+37.0% |
| Participant deferral / active EE | $3,345 | $6,356-47.4% | $5,568-39.9% | $6,341-47.3% |
| Admin fee / account holder | $1,313 | $19,811-93.4% | $16,237-91.9% | $12,309-89.3% |