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 | $65,581 | $209,411-68.7% | $178,490-63.3% | $158,922-58.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.04% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,571 | $5,706-37.4% | $5,011-28.7% | $4,761-25.0% |
| Participant deferral / active EE | $5,475 | $5,954-8.0% | $5,202+5.3% | $5,982-8.5% |
| Admin fee / account holder | $1,959 | $17,074-88.5% | $13,984-86.0% | $11,246-82.6% |