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 | $166,870 | $175,202-4.8% | $149,673+11.5% | $139,434+19.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 3.98% | 166.71%-162.7pp | 134.42%-130.4pp | 372.94%-369.0pp |
| Employer contribution / active EE | $3,268 | $5,474-40.3% | $4,818-32.2% | $4,751-31.2% |
| Participant deferral / active EE | $5,095 | $6,519-21.8% | $5,680-10.3% | $6,710-24.1% |
| Admin fee / account holder | $3,157 | $16,150-80.5% | $13,210-76.1% | $11,403-72.3% |