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 | $139,057 | $165,335-15.9% | $149,696-7.1% | $158,922-12.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.24% | 348.15%-343.9pp | 276.60%-272.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $17,197 | $5,103+237.0% | $4,644+270.3% | $4,761+261.2% |
| Participant deferral / active EE | $2,974 | $7,181-58.6% | $6,842-56.5% | $5,982-50.3% |
| Admin fee / account holder | $710 | $10,807-93.4% | $9,309-92.4% | $11,246-93.7% |