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 | $40,911 | $176,056-76.8% | $159,436-74.3% | $167,490-75.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 0.57% | 331.75%-331.2pp | 263.57%-263.0pp | 478.56%-478.0pp |
| Employer contribution / active EE | $2,212 | $5,297-58.2% | $4,829-54.2% | $4,837-54.3% |
| Participant deferral / active EE | $2,569 | $7,750-66.8% | $7,352-65.1% | $6,341-59.5% |
| Admin fee / account holder | $428 | $12,554-96.6% | $10,799-96.0% | $12,309-96.5% |