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 | $49,288 | $183,519-73.1% | $155,509-68.3% | $145,922-66.2% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 3.69% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.6pp |
| Employer contribution / active EE | $3,846 | $5,313-27.6% | $4,672-17.7% | $4,660-17.5% |
| Participant deferral / active EE | $3,972 | $6,462-38.5% | $5,626-29.4% | $6,688-40.6% |
| Admin fee / account holder | $1,670 | $19,313-91.4% | $15,912-89.5% | $13,397-87.5% |