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 | $42,128 | $198,466-78.8% | $170,442-75.3% | $147,584-71.5% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 6.40% | 257.29%-250.9pp | 205.93%-199.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $2,055 | $6,184-66.8% | $5,433-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $3,905 | $5,629-30.6% | $4,939-21.0% | $5,439-28.2% |
| Admin fee / account holder | $1,216 | $16,852-92.8% | $13,880-91.2% | $10,885-88.8% |