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 | $92,138 | $177,572-48.1% | $154,803-40.5% | $142,382-35.3% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 6.26% | 65.07%-58.8pp | 58.88%-52.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,422 | $4,810-49.6% | $4,305-43.7% | $4,299-43.7% |
| Participant deferral / active EE | $3,322 | $6,272-47.0% | $5,540-40.0% | $6,507-48.9% |
| Admin fee / account holder | $553 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |