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 | $231,288 | $176,056+31.4% | $159,436+45.1% | $167,490+38.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.27% | 331.75%-325.5pp | 263.57%-257.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $4,294 | $5,297-18.9% | $4,829-11.1% | $4,837-11.2% |
| Participant deferral / active EE | $9,954 | $7,750+28.4% | $7,352+35.4% | $6,341+57.0% |
| Admin fee / account holder | $6,641 | $12,554-47.1% | $10,799-38.5% | $12,309-46.0% |