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 | $153,744 | $183,519-16.2% | $155,509-1.1% | $145,922+5.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.03% | 61.17%-57.1pp | 64.67%-60.6pp | 561.29%-557.3pp |
| Employer contribution / active EE | $9,571 | $5,313+80.2% | $4,672+104.8% | $4,660+105.4% |
| Participant deferral / active EE | $10,086 | $6,462+56.1% | $5,626+79.3% | $6,688+50.8% |
| Admin fee / account holder | $13,763 | $19,313-28.7% | $15,912-13.5% | $13,397+2.7% |