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 | $15,837 | $72,071-78.0% | $68,368-76.8% | $137,256-88.5% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 9.01% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,169 | $2,788-58.1% | $2,649-55.9% | $4,156-71.9% |
| Participant deferral / active EE | $1,786 | $4,410-59.5% | $4,123-56.7% | $6,407-72.1% |
| Admin fee / account holder | $987 | $5,336-81.5% | $5,150-80.8% | $12,270-92.0% |