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 | $74,015 | $108,919-32.0% | $100,391-26.3% | $145,922-49.3% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 8.27% | 57.88%-49.6pp | 49.20%-40.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,137 | $4,419-51.7% | $3,942-45.8% | $4,660-54.1% |
| Participant deferral / active EE | $8,455 | $8,445+0.1% | $8,082+4.6% | $6,688+26.4% |
| Admin fee / account holder | $425 | $9,689-95.6% | $7,899-94.6% | $13,397-96.8% |