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 | $46,760 | $201,272-76.8% | $184,203-74.6% | $145,922-68.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 5.23% | 29.00%-23.8pp | 28.81%-23.6pp | 561.29%-556.1pp |
| Employer contribution / active EE | $7,419 | $7,022+5.7% | $6,427+15.4% | $4,660+59.2% |
| Participant deferral / active EE | $3,756 | $9,806-61.7% | $9,131-58.9% | $6,688-43.8% |
| Admin fee / account holder | $4,487 | $16,364-72.6% | $13,901-67.7% | $13,397-66.5% |