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 | $151,641 | $217,402-30.2% | $185,823-18.4% | $167,490-9.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 8.04% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,211 | $5,873-62.4% | $5,167-57.2% | $4,837-54.3% |
| Participant deferral / active EE | $10,165 | $6,356+59.9% | $5,568+82.6% | $6,341+60.3% |
| Admin fee / account holder | $1,084 | $19,811-94.5% | $16,237-93.3% | $12,309-91.2% |