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 | $120,492 | $209,411-42.5% | $178,490-32.5% | $158,922-24.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.22% | 188.75%-182.5pp | 151.07%-144.9pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,870 | $5,706-67.2% | $5,011-62.7% | $4,761-60.7% |
| Participant deferral / active EE | $4,082 | $5,954-31.4% | $5,202-21.5% | $5,982-31.8% |
| Admin fee / account holder | $1,231 | $17,074-92.8% | $13,984-91.2% | $11,246-89.1% |