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 | $59,614 | $165,335-63.9% | $149,696-60.2% | $158,922-62.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.68% | 348.15%-342.5pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $11,684 | $5,103+129.0% | $4,644+151.6% | $4,761+145.4% |
| Participant deferral / active EE | $5,924 | $7,181-17.5% | $6,842-13.4% | $5,982-1.0% |
| Admin fee / account holder | $8,547 | $10,807-20.9% | $9,309-8.2% | $11,246-24.0% |