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 | $202,241 | $209,336-3.4% | $197,124+2.6% | $137,256+47.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.51% | 48.09%-36.6pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,283 | $6,591-19.8% | $6,227-15.2% | $4,156+27.1% |
| Participant deferral / active EE | $18,903 | $9,614+96.6% | $9,135+106.9% | $6,407+195.0% |
| Admin fee / account holder | $18,793 | $17,308+8.6% | $16,298+15.3% | $12,270+53.2% |