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 | $247,199 | $209,411+18.0% | $178,490+38.5% | $158,922+55.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.51% | 188.75%-185.2pp | 151.07%-147.6pp | 302.83%-299.3pp |
| Employer contribution / active EE | $9,217 | $5,706+61.5% | $5,011+84.0% | $4,761+93.6% |
| Participant deferral / active EE | $6,250 | $5,954+5.0% | $5,202+20.2% | $5,982+4.5% |
| Admin fee / account holder | $3,206 | $17,074-81.2% | $13,984-77.1% | $11,246-71.5% |