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 | $166,971 | $209,411-20.3% | $178,490-6.5% | $158,922+5.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.33% | 188.75%-185.4pp | 151.07%-147.7pp | 302.83%-299.5pp |
| Employer contribution / active EE | $3,494 | $5,706-38.8% | $5,011-30.3% | $4,761-26.6% |
| Participant deferral / active EE | $6,265 | $5,954+5.2% | $5,202+20.4% | $5,982+4.7% |
| Admin fee / account holder | $4,287 | $17,074-74.9% | $13,984-69.3% | $11,246-61.9% |