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 | $88,862 | $159,602-44.3% | $150,045-40.8% | $142,382-37.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 9.59% | 70.24%-60.6pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,181 | $4,961-56.0% | $4,693-53.5% | $4,299-49.3% |
| Participant deferral / active EE | $5,589 | $8,310-32.7% | $7,997-30.1% | $6,507-14.1% |
| Admin fee / account holder | $1,794 | $14,846-87.9% | $13,435-86.6% | $12,624-85.8% |