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 9-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 | $105,877 | $178,174-40.6% | $156,181-32.2% | $137,256-22.9% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 8.43% | 84.19%-75.8pp | 64.87%-56.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,240 | $4,972-54.9% | $4,294-47.8% | $4,156-46.1% |
| Participant deferral / active EE | $2,641 | $6,888-61.7% | $6,132-56.9% | $6,407-58.8% |
| Admin fee / account holder | $2,257 | $17,404-87.0% | $14,586-84.5% | $12,270-81.6% |