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 | $145,142 | $176,056-17.6% | $159,436-9.0% | $167,490-13.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.16% | 331.75%-323.6pp | 263.57%-255.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $5,524 | $5,297+4.3% | $4,829+14.4% | $4,837+14.2% |
| Participant deferral / active EE | $4,760 | $7,750-38.6% | $7,352-35.3% | $6,341-24.9% |
| Admin fee / account holder | $12,670 | $12,554+0.9% | $10,799+17.3% | $12,309+2.9% |