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 | $144,441 | $217,402-33.6% | $185,823-22.3% | $167,490-13.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.19% | 148.36%-142.2pp | 122.05%-115.9pp | 478.56%-472.4pp |
| Employer contribution / active EE | $12,825 | $5,873+118.4% | $5,167+148.2% | $4,837+165.1% |
| Participant deferral / active EE | $8,256 | $6,356+29.9% | $5,568+48.3% | $6,341+30.2% |
| Admin fee / account holder | $1,273 | $19,811-93.6% | $16,237-92.2% | $12,309-89.7% |