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 8-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 | $50,029 | $148,534-66.3% | $135,903-63.2% | $139,434-64.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 5.39% | 79.19%-73.8pp | 68.23%-62.8pp | 372.94%-367.6pp |
| Employer contribution / active EE | $1,215 | $5,243-76.8% | $4,856-75.0% | $4,751-74.4% |
| Participant deferral / active EE | $4,808 | $8,100-40.6% | $7,758-38.0% | $6,710-28.4% |
| Admin fee / account holder | $378 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |