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 | $205,133 | $197,591+3.8% | $177,821+15.4% | $158,922+29.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.82% | 58.76%-53.9pp | 48.32%-43.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $10,471 | $6,697+56.3% | $5,918+76.9% | $4,761+119.9% |
| Participant deferral / active EE | $7,352 | $8,405-12.5% | $7,714-4.7% | $5,982+22.9% |
| Admin fee / account holder | $3,175 | $15,399-79.4% | $12,427-74.5% | $11,246-71.8% |