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 | $132,558 | $198,466-33.2% | $170,442-22.2% | $147,584-10.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.54% | 257.29%-248.8pp | 205.93%-197.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $3,299 | $6,184-46.6% | $5,433-39.3% | $4,876-32.3% |
| Participant deferral / active EE | $12,717 | $5,629+125.9% | $4,939+157.4% | $5,439+133.8% |
| Admin fee / account holder | $986 | $16,852-94.1% | $13,880-92.9% | $10,885-90.9% |