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 | $112,162 | $114,381-1.9% | $107,525+4.3% | $142,382-21.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 6.25% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,148 | $4,015-21.6% | $3,754-16.1% | $4,299-26.8% |
| Participant deferral / active EE | $4,497 | $5,564-19.2% | $5,116-12.1% | $6,507-30.9% |
| Admin fee / account holder | $628 | $9,860-93.6% | $8,919-93.0% | $12,624-95.0% |