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 | $130,100 | $157,256-17.3% | $141,162-7.8% | $152,861-14.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 6.38% | 64.32%-57.9pp | 71.39%-65.0pp | 345.32%-338.9pp |
| Employer contribution / active EE | $1,926 | $5,261-63.4% | $4,735-59.3% | $4,762-59.6% |
| Participant deferral / active EE | $4,569 | $7,109-35.7% | $6,709-31.9% | $5,850-21.9% |
| Admin fee / account holder | $1,194 | $12,120-90.1% | $10,261-88.4% | $11,596-89.7% |