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 8-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 | $64,275 | $154,228-58.3% | $145,433-55.8% | $137,256-53.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 11.59% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,453 | $4,804-48.9% | $4,554-46.1% | $4,156-41.0% |
| Participant deferral / active EE | $3,341 | $8,216-59.3% | $7,897-57.7% | $6,407-47.9% |
| Admin fee / account holder | $700 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |