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 | $70,072 | $154,117-54.5% | $129,995-46.1% | $139,434-49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.96% | 32.48%-23.5pp | -137.18%+146.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,402 | $5,289-54.6% | $4,320-44.4% | $4,751-49.4% |
| Participant deferral / active EE | $8,036 | $6,710+19.8% | $5,820+38.1% | $6,710+19.8% |
| Admin fee / account holder | $5,473 | $14,007-60.9% | $10,614-48.4% | $11,403-52.0% |