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 | $187,204 | $176,056+6.3% | $159,436+17.4% | $167,490+11.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.48% | 331.75%-323.3pp | 263.57%-255.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,773 | $5,297-47.7% | $4,829-42.6% | $4,837-42.7% |
| Participant deferral / active EE | $13,919 | $7,750+79.6% | $7,352+89.3% | $6,341+119.5% |
| Admin fee / account holder | $847 | $12,554-93.3% | $10,799-92.2% | $12,309-93.1% |