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 | $32,192 | $159,602-79.8% | $150,045-78.5% | $142,382-77.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 9.42% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,011 | $4,961-39.3% | $4,693-35.8% | $4,299-30.0% |
| Participant deferral / active EE | $3,748 | $8,310-54.9% | $7,997-53.1% | $6,507-42.4% |
| Admin fee / account holder | $4,790 | $14,846-67.7% | $13,435-64.3% | $12,624-62.1% |