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 | $165,150 | $202,318-18.4% | $172,739-4.4% | $152,861+8.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.35% | 1029.65%-1024.3pp | 802.84%-797.5pp | 345.32%-340.0pp |
| Employer contribution / active EE | $5,463 | $5,856-6.7% | $5,143+6.2% | $4,762+14.7% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,850+8.3% |
| Admin fee / account holder | $2,480 | $17,109-85.5% | $13,954-82.2% | $11,596-78.6% |