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 | $45,919 | $99,020-53.6% | $86,590-47.0% | $147,584-68.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 7.24% | 1312.34%-1305.1pp | 964.84%-957.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $16,635 | $3,132+431.1% | $2,839+485.9% | $4,876+241.1% |
| Participant deferral / active EE | $1,445 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $15,970 | $5,710+179.7% | $4,906+225.5% | $10,885+46.7% |