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 | $73,608 | $114,381-35.6% | $107,525-31.5% | $142,382-48.3% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 8.27% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,369 | $4,015-41.0% | $3,754-36.9% | $4,299-44.9% |
| Participant deferral / active EE | $5,380 | $5,564-3.3% | $5,116+5.2% | $6,507-17.3% |
| Admin fee / account holder | $1,197 | $9,860-87.9% | $8,919-86.6% | $12,624-90.5% |