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 | $123,943 | $198,466-37.5% | $170,442-27.3% | $147,584-16.0% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 8.22% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $5,667 | $6,184-8.4% | $5,433+4.3% | $4,876+16.2% |
| Participant deferral / active EE | $6,764 | $5,629+20.1% | $4,939+36.9% | $5,439+24.4% |
| Admin fee / account holder | $105,661 | $16,852+527.0% | $13,880+661.2% | $10,885+870.7% |