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 7-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 | $76,383 | $114,381-33.2% | $107,525-29.0% | $142,382-46.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.29% | 242.71%-232.4pp | 181.32%-171.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,584 | $4,015-60.5% | $3,754-57.8% | $4,299-63.2% |
| Participant deferral / active EE | $4,046 | $5,564-27.3% | $5,116-20.9% | $6,507-37.8% |
| Admin fee / account holder | $505 | $9,860-94.9% | $8,919-94.3% | $12,624-96.0% |