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 7-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 | $52,194 | $217,402-76.0% | $185,823-71.9% | $167,490-68.8% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 7.13% | 148.36%-141.2pp | 122.05%-114.9pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,218 | $5,873-79.3% | $5,167-76.4% | $4,837-74.8% |
| Participant deferral / active EE | $3,431 | $6,356-46.0% | $5,568-38.4% | $6,341-45.9% |
| Admin fee / account holder | $690 | $19,811-96.5% | $16,237-95.8% | $12,309-94.4% |