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 | $80,033 | $114,381-30.0% | $107,525-25.6% | $142,382-43.8% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 9.65% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,959 | $4,015-51.2% | $3,754-47.8% | $4,299-54.4% |
| Participant deferral / active EE | $7,082 | $5,564+27.3% | $5,116+38.4% | $6,507+8.8% |
| Admin fee / account holder | $18,672 | $9,860+89.4% | $8,919+109.4% | $12,624+47.9% |