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 | $121,617 | $209,411-41.9% | $178,490-31.9% | $158,922-23.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.83% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-301.0pp |
| Employer contribution / active EE | $9,600 | $5,706+68.2% | $5,011+91.6% | $4,761+101.6% |
| Participant deferral / active EE | $7,786 | $5,954+30.8% | $5,202+49.7% | $5,982+30.2% |
| Admin fee / account holder | $34,048 | $17,074+99.4% | $13,984+143.5% | $11,246+202.8% |