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 | $130,814 | $217,402-39.8% | $185,823-29.6% | $167,490-21.9% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 2.40% | 148.36%-146.0pp | 122.05%-119.7pp | 478.56%-476.2pp |
| Employer contribution / active EE | $11,059 | $5,873+88.3% | $5,167+114.0% | $4,837+128.6% |
| Participant deferral / active EE | $4,600 | $6,356-27.6% | $5,568-17.4% | $6,341-27.5% |
| Admin fee / account holder | $895 | $19,811-95.5% | $16,237-94.5% | $12,309-92.7% |