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 | $113,060 | $144,119-21.6% | $117,854-4.1% | $147,584-23.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 6.42% | 531.15%-524.7pp | 335.08%-328.7pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,421 | $4,896-71.0% | $3,786-62.5% | $4,876-70.9% |
| Participant deferral / active EE | $4,053 | $5,316-23.8% | $4,482-9.6% | $5,439-25.5% |
| Admin fee / account holder | $979 | $10,886-91.0% | $8,020-87.8% | $10,885-91.0% |