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 | $23,319 | $175,202-86.7% | $149,673-84.4% | $139,434-83.3% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 6.78% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,786 | $5,474-67.4% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $3,799 | $6,519-41.7% | $5,680-33.1% | $6,710-43.4% |
| Admin fee / account holder | $1,487 | $16,150-90.8% | $13,210-88.7% | $11,403-87.0% |