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 8-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 | $167,885 | $217,402-22.8% | $185,823-9.7% | $167,490+0.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.52% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $7,882 | $5,873+34.2% | $5,167+52.5% | $4,837+62.9% |
| Participant deferral / active EE | $7,057 | $6,356+11.0% | $5,568+26.7% | $6,341+11.3% |
| Admin fee / account holder | $3,883 | $19,811-80.4% | $16,237-76.1% | $12,309-68.5% |