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 | $172,109 | $198,466-13.3% | $170,442+1.0% | $147,584+16.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.05% | 257.29%-250.2pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $5,332 | $6,184-13.8% | $5,433-1.8% | $4,876+9.4% |
| Participant deferral / active EE | $4,410 | $5,629-21.7% | $4,939-10.7% | $5,439-18.9% |
| Admin fee / account holder | $847 | $16,852-95.0% | $13,880-93.9% | $10,885-92.2% |