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 | $45,611 | $183,963-75.2% | $162,163-71.9% | $152,861-70.2% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.6%-17.0pp | 82.4%-11.9pp |
| Annual return | 9.57% | 150.76%-141.2pp | 115.59%-106.0pp | 345.32%-335.7pp |
| Employer contribution / active EE | $2,280 | $6,371-64.2% | $5,614-59.4% | $4,762-52.1% |
| Participant deferral / active EE | $4,690 | $8,034-41.6% | $7,298-35.7% | $5,850-19.8% |
| Admin fee / account holder | $5,119 | $13,121-61.0% | $10,843-52.8% | $11,596-55.9% |