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 | $52,396 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.36% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,755 | $4,961-64.6% | $4,693-62.6% | $4,299-59.2% |
| Participant deferral / active EE | $3,597 | $8,310-56.7% | $7,997-55.0% | $6,507-44.7% |
| Admin fee / account holder | $2,299 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |