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 | $57,718 | $165,335-65.1% | $149,696-61.4% | $158,922-63.7% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 5.79% | 348.15%-342.4pp | 276.60%-270.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,424 | $5,103-52.5% | $4,644-47.8% | $4,761-49.1% |
| Participant deferral / active EE | $5,112 | $7,181-28.8% | $6,842-25.3% | $5,982-14.6% |
| Admin fee / account holder | $2,292 | $10,807-78.8% | $9,309-75.4% | $11,246-79.6% |