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 | $149,011 | $217,402-31.5% | $185,823-19.8% | $167,490-11.0% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 8.40% | 148.36%-140.0pp | 122.05%-113.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,529 | $5,873-39.9% | $5,167-31.7% | $4,837-27.0% |
| Participant deferral / active EE | $3,814 | $6,356-40.0% | $5,568-31.5% | $6,341-39.9% |
| Admin fee / account holder | $2,251 | $19,811-88.6% | $16,237-86.1% | $12,309-81.7% |