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 | $56,265 | $165,335-66.0% | $149,696-62.4% | $158,922-64.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 7.63% | 348.15%-340.5pp | 276.60%-269.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,317 | $5,103-74.2% | $4,644-71.7% | $4,761-72.3% |
| Participant deferral / active EE | $12,359 | $7,181+72.1% | $6,842+80.6% | $5,982+106.6% |
| Admin fee / account holder | $8,213 | $10,807-24.0% | $9,309-11.8% | $11,246-27.0% |