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 | $54,933 | $159,602-65.6% | $150,045-63.4% | $142,382-61.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 7.01% | 70.24%-63.2pp | 62.55%-55.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,490 | $4,961-70.0% | $4,693-68.2% | $4,299-65.3% |
| Participant deferral / active EE | $2,984 | $8,310-64.1% | $7,997-62.7% | $6,507-54.1% |
| Admin fee / account holder | $1,052 | $14,846-92.9% | $13,435-92.2% | $12,624-91.7% |