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 | $89,758 | $209,411-57.1% | $178,490-49.7% | $158,922-43.5% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 0.86% | 188.75%-187.9pp | 151.07%-150.2pp | 302.83%-302.0pp |
| Employer contribution / active EE | $1,796 | $5,706-68.5% | $5,011-64.2% | $4,761-62.3% |
| Participant deferral / active EE | $3,153 | $5,954-47.0% | $5,202-39.4% | $5,982-47.3% |
| Admin fee / account holder | $7,302 | $17,074-57.2% | $13,984-47.8% | $11,246-35.1% |