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 | $151,986 | $217,402-30.1% | $185,823-18.2% | $167,490-9.3% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 6.96% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $9,254 | $5,873+57.6% | $5,167+79.1% | $4,837+91.3% |
| Participant deferral / active EE | $5,936 | $6,356-6.6% | $5,568+6.6% | $6,341-6.4% |
| Admin fee / account holder | $354 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |