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 | $66,281 | $165,335-59.9% | $149,696-55.7% | $158,922-58.3% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 4.87% | 348.15%-343.3pp | 276.60%-271.7pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,915 | $5,103-62.5% | $4,644-58.8% | $4,761-59.8% |
| Participant deferral / active EE | $2,555 | $7,181-64.4% | $6,842-62.7% | $5,982-57.3% |
| Admin fee / account holder | $8,072 | $10,807-25.3% | $9,309-13.3% | $11,246-28.2% |