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 | $80,870 | $176,056-54.1% | $159,436-49.3% | $167,490-51.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 8.70% | 331.75%-323.0pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,752 | $5,297-66.9% | $4,829-63.7% | $4,837-63.8% |
| Participant deferral / active EE | $5,731 | $7,750-26.1% | $7,352-22.1% | $6,341-9.6% |
| Admin fee / account holder | $2,739 | $12,554-78.2% | $10,799-74.6% | $12,309-77.7% |