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 | $60,010 | $165,335-63.7% | $149,696-59.9% | $158,922-62.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 5.32% | 348.15%-342.8pp | 276.60%-271.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $3,272 | $5,103-35.9% | $4,644-29.5% | $4,761-31.3% |
| Participant deferral / active EE | $5,371 | $7,181-25.2% | $6,842-21.5% | $5,982-10.2% |
| Admin fee / account holder | $804 | $10,807-92.6% | $9,309-91.4% | $11,246-92.8% |