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 | $59,510 | $165,335-64.0% | $149,696-60.2% | $158,922-62.6% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 7.98% | 348.15%-340.2pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,075 | $5,103-39.7% | $4,644-33.8% | $4,761-35.4% |
| Participant deferral / active EE | $3,735 | $7,181-48.0% | $6,842-45.4% | $5,982-37.6% |
| Admin fee / account holder | $7,076 | $10,807-34.5% | $9,309-24.0% | $11,246-37.1% |