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 | $49,394 | $159,602-69.1% | $150,045-67.1% | $142,382-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.00% | 70.24%-58.2pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $986 | $4,961-80.1% | $4,693-79.0% | $4,299-77.1% |
| Participant deferral / active EE | $3,932 | $8,310-52.7% | $7,997-50.8% | $6,507-39.6% |
| Admin fee / account holder | $7,371 | $14,846-50.4% | $13,435-45.1% | $12,624-41.6% |