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 | $86,483 | $209,336-58.7% | $197,124-56.1% | $137,256-37.0% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 11.03% | 48.09%-37.1pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,198 | $6,591-51.5% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $6,319 | $9,614-34.3% | $9,135-30.8% | $6,407-1.4% |
| Admin fee / account holder | $1,539 | $17,308-91.1% | $16,298-90.6% | $12,270-87.5% |