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 | $237,946 | $209,411+13.6% | $178,490+33.3% | $158,922+49.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.92% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $5,902 | $5,706+3.4% | $5,011+17.8% | $4,761+24.0% |
| Participant deferral / active EE | $4,087 | $5,954-31.4% | $5,202-21.4% | $5,982-31.7% |
| Admin fee / account holder | $152,060 | $17,074+790.6% | $13,984+987.4% | $11,246+1252.2% |