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 | $54,948 | $177,572-69.1% | $154,803-64.5% | $142,382-61.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 9.68% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,242 | $4,810-74.2% | $4,305-71.2% | $4,299-71.1% |
| Participant deferral / active EE | $5,435 | $6,272-13.3% | $5,540-1.9% | $6,507-16.5% |
| Admin fee / account holder | $11,803 | $16,786-29.7% | $14,329-17.6% | $12,624-6.5% |