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 | $125,902 | $157,256-19.9% | $141,162-10.8% | $152,861-17.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 3.11% | 64.32%-61.2pp | 71.39%-68.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $982 | $5,261-81.3% | $4,735-79.3% | $4,762-79.4% |
| Participant deferral / active EE | $5,599 | $7,109-21.2% | $6,709-16.5% | $5,850-4.3% |
| Admin fee / account holder | $2,339 | $12,120-80.7% | $10,261-77.2% | $11,596-79.8% |