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 | $101,260 | $157,256-35.6% | $141,162-28.3% | $152,861-33.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 10.57% | 64.32%-53.7pp | 71.39%-60.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $4,891 | $5,261-7.0% | $4,735+3.3% | $4,762+2.7% |
| Participant deferral / active EE | $12,073 | $7,109+69.8% | $6,709+80.0% | $5,850+106.4% |
| Admin fee / account holder | $3,559 | $12,120-70.6% | $10,261-65.3% | $11,596-69.3% |