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 | $57,305 | $165,335-65.3% | $149,696-61.7% | $158,922-63.9% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 4.12% | 348.15%-344.0pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,072 | $5,103-59.4% | $4,644-55.4% | $4,761-56.5% |
| Participant deferral / active EE | $2,385 | $7,181-66.8% | $6,842-65.1% | $5,982-60.1% |
| Admin fee / account holder | $6,110 | $10,807-43.5% | $9,309-34.4% | $11,246-45.7% |