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 5-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 | $218,939 | $217,402+0.7% | $185,823+17.8% | $167,490+30.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 8.52% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,236 | $5,873-79.0% | $5,167-76.1% | $4,837-74.4% |
| Participant deferral / active EE | $5,295 | $6,356-16.7% | $5,568-4.9% | $6,341-16.5% |
| Admin fee / account holder | $24,635 | $19,811+24.4% | $16,237+51.7% | $12,309+100.1% |