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 | $31,642 | $159,602-80.2% | $150,045-78.9% | $142,382-77.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 10.12% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,185 | $4,961-76.1% | $4,693-74.8% | $4,299-72.4% |
| Participant deferral / active EE | $3,624 | $8,310-56.4% | $7,997-54.7% | $6,507-44.3% |
| Admin fee / account holder | $2,415 | $14,846-83.7% | $13,435-82.0% | $12,624-80.9% |