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 | $232,514 | $165,335+40.6% | $149,696+55.3% | $158,922+46.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.42% | 348.15%-345.7pp | 276.60%-274.2pp | 302.83%-300.4pp |
| Employer contribution / active EE | $2,424 | $5,103-52.5% | $4,644-47.8% | $4,761-49.1% |
| Participant deferral / active EE | $8,700 | $7,181+21.1% | $6,842+27.2% | $5,982+45.4% |
| Admin fee / account holder | $10,996 | $10,807+1.8% | $9,309+18.1% | $11,246-2.2% |