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 | $129,535 | $209,411-38.1% | $178,490-27.4% | $158,922-18.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.50% | 188.75%-184.3pp | 151.07%-146.6pp | 302.83%-298.3pp |
| Employer contribution / active EE | $8,895 | $5,706+55.9% | $5,011+77.5% | $4,761+86.8% |
| Participant deferral / active EE | $5,055 | $5,954-15.1% | $5,202-2.8% | $5,982-15.5% |
| Admin fee / account holder | $2,975 | $17,074-82.6% | $13,984-78.7% | $11,246-73.5% |