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 | $41,918 | $165,335-74.6% | $149,696-72.0% | $158,922-73.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 6.82% | 348.15%-341.3pp | 276.60%-269.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,886 | $5,103-63.0% | $4,644-59.4% | $4,761-60.4% |
| Participant deferral / active EE | $2,474 | $7,181-65.5% | $6,842-63.8% | $5,982-58.6% |
| Admin fee / account holder | $19,249 | $10,807+78.1% | $9,309+106.8% | $11,246+71.2% |