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 8-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 | $54,053 | $108,919-50.4% | $100,391-46.2% | $145,922-63.0% |
| Participation rate | 70.0% | 82.9%-12.9pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 8.54% | 57.88%-49.3pp | 49.20%-40.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $945 | $4,419-78.6% | $3,942-76.0% | $4,660-79.7% |
| Participant deferral / active EE | $3,169 | $8,445-62.5% | $8,082-60.8% | $6,688-52.6% |
| Admin fee / account holder | $374 | $9,689-96.1% | $7,899-95.3% | $13,397-97.2% |