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 | $100,690 | $227,553-55.8% | $189,557-46.9% | $167,490-39.9% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.4%+3.9pp | 82.1%+0.2pp |
| Annual return | 6.65% | 78.40%-71.7pp | 64.17%-57.5pp | 478.56%-471.9pp |
| Employer contribution / active EE | $3,048 | $5,316-42.7% | $4,412-30.9% | $4,837-37.0% |
| Participant deferral / active EE | $5,223 | $7,002-25.4% | $6,174-15.4% | $6,341-17.6% |
| Admin fee / account holder | $7,975 | $11,878-32.9% | $9,807-18.7% | $12,309-35.2% |