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 | $225,545 | $217,402+3.7% | $185,823+21.4% | $167,490+34.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.40% | 148.36%-140.0pp | 122.05%-113.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,810 | $5,873-69.2% | $5,167-65.0% | $4,837-62.6% |
| Participant deferral / active EE | $7,842 | $6,356+23.4% | $5,568+40.8% | $6,341+23.7% |
| Admin fee / account holder | $331 | $19,811-98.3% | $16,237-98.0% | $12,309-97.3% |