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 | $239,925 | $217,402+10.4% | $185,823+29.1% | $167,490+43.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.91% | 148.36%-146.5pp | 122.05%-120.1pp | 478.56%-476.7pp |
| Employer contribution / active EE | $13,461 | $5,873+129.2% | $5,167+160.5% | $4,837+178.3% |
| Participant deferral / active EE | $6,483 | $6,356+2.0% | $5,568+16.4% | $6,341+2.2% |
| Admin fee / account holder | $4,279 | $19,811-78.4% | $16,237-73.6% | $12,309-65.2% |