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 | $60,774 | $157,256-61.4% | $141,162-56.9% | $152,861-60.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 2.08% | 64.32%-62.2pp | 71.39%-69.3pp | 345.32%-343.2pp |
| Employer contribution / active EE | $4,915 | $5,261-6.6% | $4,735+3.8% | $4,762+3.2% |
| Participant deferral / active EE | $4,247 | $7,109-40.3% | $6,709-36.7% | $5,850-27.4% |
| Admin fee / account holder | $1,651 | $12,120-86.4% | $10,261-83.9% | $11,596-85.8% |