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 5-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 | $156,868 | $197,591-20.6% | $177,821-11.8% | $158,922-1.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.54% | 58.76%-54.2pp | 48.32%-43.8pp | 302.83%-298.3pp |
| Employer contribution / active EE | $12,955 | $6,697+93.4% | $5,918+118.9% | $4,761+172.1% |
| Participant deferral / active EE | $17,157 | $8,405+104.1% | $7,714+122.4% | $5,982+186.8% |
| Admin fee / account holder | $386 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |