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 | $66,916 | $159,602-58.1% | $150,045-55.4% | $142,382-53.0% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 10.73% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,312 | $4,961-53.4% | $4,693-50.7% | $4,299-46.2% |
| Participant deferral / active EE | $5,137 | $8,310-38.2% | $7,997-35.8% | $6,507-21.1% |
| Admin fee / account holder | $1,645 | $14,846-88.9% | $13,435-87.8% | $12,624-87.0% |