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 | $153,190 | $165,335-7.3% | $149,696+2.3% | $158,922-3.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 6.46% | 348.15%-341.7pp | 276.60%-270.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $984 | $5,103-80.7% | $4,644-78.8% | $4,761-79.3% |
| Participant deferral / active EE | $3,992 | $7,181-44.4% | $6,842-41.7% | $5,982-33.3% |
| Admin fee / account holder | $2,253 | $10,807-79.2% | $9,309-75.8% | $11,246-80.0% |