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 | $107,190 | $150,187-28.6% | $120,354-10.9% | $145,922-26.5% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 7.94% | 154.07%-146.1pp | 107.15%-99.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $3,599 | $4,348-17.2% | $3,463+3.9% | $4,660-22.8% |
| Participant deferral / active EE | $8,696 | $6,173+40.9% | $4,991+74.2% | $6,688+30.0% |
| Admin fee / account holder | $18,908 | $12,207+54.9% | $9,423+100.7% | $13,397+41.1% |