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 | $208,425 | $198,466+5.0% | $170,442+22.3% | $147,584+41.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.69% | 257.29%-249.6pp | 205.93%-198.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $5,833 | $6,184-5.7% | $5,433+7.4% | $4,876+19.6% |
| Participant deferral / active EE | $2,508 | $5,629-55.4% | $4,939-49.2% | $5,439-53.9% |
| Admin fee / account holder | $1,003 | $16,852-94.0% | $13,880-92.8% | $10,885-90.8% |