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 | $27,748 | $114,381-75.7% | $107,525-74.2% | $142,382-80.5% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 8.62% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $4,808 | $4,015+19.8% | $3,754+28.1% | $4,299+11.8% |
| Participant deferral / active EE | $4,326 | $5,564-22.3% | $5,116-15.4% | $6,507-33.5% |
| Admin fee / account holder | $4,109 | $9,860-58.3% | $8,919-53.9% | $12,624-67.5% |