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 6-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 | $20,559 | $175,202-88.3% | $149,673-86.3% | $139,434-85.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 6.61% | 166.71%-160.1pp | 134.42%-127.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,080 | $5,474-62.0% | $4,818-56.8% | $4,751-56.2% |
| Participant deferral / active EE | $3,256 | $6,519-50.1% | $5,680-42.7% | $6,710-51.5% |
| Admin fee / account holder | $1,363 | $16,150-91.6% | $13,210-89.7% | $11,403-88.0% |