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 | $86,434 | $176,056-50.9% | $159,436-45.8% | $167,490-48.4% |
| Participation rate | 73.7% | 84.9%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 9.46% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,718 | $5,297-48.7% | $4,829-43.7% | $4,837-43.8% |
| Participant deferral / active EE | $5,569 | $7,750-28.1% | $7,352-24.3% | $6,341-12.2% |
| Admin fee / account holder | $4,219 | $12,554-66.4% | $10,799-60.9% | $12,309-65.7% |