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 | $103,210 | $198,466-48.0% | $170,442-39.4% | $147,584-30.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 7.15% | 257.29%-250.1pp | 205.93%-198.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,760 | $6,184-71.5% | $5,433-67.6% | $4,876-63.9% |
| Participant deferral / active EE | $5,062 | $5,629-10.1% | $4,939+2.5% | $5,439-6.9% |
| Admin fee / account holder | $6,270 | $16,852-62.8% | $13,880-54.8% | $10,885-42.4% |