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 | $210,467 | $198,466+6.0% | $170,442+23.5% | $147,584+42.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.50% | 257.29%-255.8pp | 205.93%-204.4pp | 578.55%-577.1pp |
| Employer contribution / active EE | $8,260 | $6,184+33.6% | $5,433+52.0% | $4,876+69.4% |
| Participant deferral / active EE | $8,554 | $5,629+52.0% | $4,939+73.2% | $5,439+57.3% |
| Admin fee / account holder | $1,478 | $16,852-91.2% | $13,880-89.4% | $10,885-86.4% |