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 | $40,265 | $217,402-81.5% | $185,823-78.3% | $167,490-76.0% |
| Participation rate | 77.3% | 86.0%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 7.98% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,333 | $5,873-60.3% | $5,167-54.9% | $4,837-51.8% |
| Participant deferral / active EE | $4,102 | $6,356-35.5% | $5,568-26.3% | $6,341-35.3% |
| Admin fee / account holder | $6,912 | $19,811-65.1% | $16,237-57.4% | $12,309-43.8% |