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 | $215,816 | $183,519+17.6% | $155,509+38.8% | $145,922+47.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 5.65% | 61.17%-55.5pp | 64.67%-59.0pp | 561.29%-555.6pp |
| Employer contribution / active EE | $11,000 | $5,313+107.0% | $4,672+135.4% | $4,660+136.1% |
| Participant deferral / active EE | $6,858 | $6,462+6.1% | $5,626+21.9% | $6,688+2.5% |
| Admin fee / account holder | $15,842 | $19,313-18.0% | $15,912-0.4% | $13,397+18.3% |