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 | $85,411 | $198,466-57.0% | $170,442-49.9% | $147,584-42.1% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 6.84% | 257.29%-250.5pp | 205.93%-199.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $5,313 | $6,184-14.1% | $5,433-2.2% | $4,876+9.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,553 | $16,852-84.8% | $13,880-81.6% | $10,885-76.5% |