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 | $38,406 | $209,411-81.7% | $178,490-78.5% | $158,922-75.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 3.02% | 188.75%-185.7pp | 151.07%-148.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,202 | $5,706-78.9% | $5,011-76.0% | $4,761-74.8% |
| Participant deferral / active EE | $2,127 | $5,954-64.3% | $5,202-59.1% | $5,982-64.5% |
| Admin fee / account holder | $1,510 | $17,074-91.2% | $13,984-89.2% | $11,246-86.6% |