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 6-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 | $183,830 | $172,478+6.6% | $145,661+26.2% | $142,382+29.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 4.53% | 151.09%-146.6pp | 101.46%-96.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $4,897 | $4,899-0.1% | $4,238+15.5% | $4,299+13.9% |
| Participant deferral / active EE | $11,910 | $8,348+42.7% | $7,198+65.5% | $6,507+83.0% |
| Admin fee / account holder | $1,196 | $16,864-92.9% | $12,466-90.4% | $12,624-90.5% |