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 | $194,587 | $198,466-2.0% | $170,442+14.2% | $147,584+31.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.25% | 257.29%-252.0pp | 205.93%-200.7pp | 578.55%-573.3pp |
| Employer contribution / active EE | $7,012 | $6,184+13.4% | $5,433+29.1% | $4,876+43.8% |
| Participant deferral / active EE | $4,653 | $5,629-17.3% | $4,939-5.8% | $5,439-14.4% |
| Admin fee / account holder | $2,536 | $16,852-84.9% | $13,880-81.7% | $10,885-76.7% |