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 | $46,761 | $165,335-71.7% | $149,696-68.8% | $158,922-70.6% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 3.03% | 348.15%-345.1pp | 276.60%-273.6pp | 302.83%-299.8pp |
| Employer contribution / active EE | $2,256 | $5,103-55.8% | $4,644-51.4% | $4,761-52.6% |
| Participant deferral / active EE | $5,226 | $7,181-27.2% | $6,842-23.6% | $5,982-12.6% |
| Admin fee / account holder | $7,463 | $10,807-30.9% | $9,309-19.8% | $11,246-33.6% |