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 9-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 | $29,490 | $165,335-82.2% | $149,696-80.3% | $158,922-81.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 4.34% | 348.15%-343.8pp | 276.60%-272.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,502 | $5,103-51.0% | $4,644-46.1% | $4,761-47.5% |
| Participant deferral / active EE | $3,771 | $7,181-47.5% | $6,842-44.9% | $5,982-37.0% |
| Admin fee / account holder | $3,444 | $10,807-68.1% | $9,309-63.0% | $11,246-69.4% |