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 | $32,253 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 8.71% | 70.24%-61.5pp | 62.55%-53.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,631 | $4,961-47.0% | $4,693-43.9% | $4,299-38.8% |
| Participant deferral / active EE | $3,343 | $8,310-59.8% | $7,997-58.2% | $6,507-48.6% |
| Admin fee / account holder | $17,675 | $14,846+19.1% | $13,435+31.6% | $12,624+40.0% |