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 | $104,480 | $209,411-50.1% | $178,490-41.5% | $158,922-34.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.00% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $5,504 | $5,706-3.6% | $5,011+9.8% | $4,761+15.6% |
| Participant deferral / active EE | $11,737 | $5,954+97.1% | $5,202+125.7% | $5,982+96.2% |
| Admin fee / account holder | $1,028 | $17,074-94.0% | $13,984-92.6% | $11,246-90.9% |