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 | $161,544 | $209,411-22.9% | $178,490-9.5% | $158,922+1.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.42% | 188.75%-184.3pp | 151.07%-146.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $15,532 | $5,706+172.2% | $5,011+210.0% | $4,761+226.2% |
| Participant deferral / active EE | $18,666 | $5,954+213.5% | $5,202+258.9% | $5,982+212.0% |
| Admin fee / account holder | $1,825 | $17,074-89.3% | $13,984-87.0% | $11,246-83.8% |