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 | $117,944 | $148,534-20.6% | $135,903-13.2% | $139,434-15.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 6.25% | 79.19%-72.9pp | 68.23%-62.0pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,182 | $5,243-58.4% | $4,856-55.1% | $4,751-54.1% |
| Participant deferral / active EE | $12,286 | $8,100+51.7% | $7,758+58.4% | $6,710+83.1% |
| Admin fee / account holder | $913 | $12,400-92.6% | $10,762-91.5% | $11,403-92.0% |