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 | $83,615 | $165,335-49.4% | $149,696-44.1% | $158,922-47.4% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 6.89% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $970 | $5,103-81.0% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $4,043 | $7,181-43.7% | $6,842-40.9% | $5,982-32.4% |
| Admin fee / account holder | $22,480 | $10,807+108.0% | $9,309+141.5% | $11,246+99.9% |