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 5-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 | $35,780 | $148,534-75.9% | $135,903-73.7% | $139,434-74.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 6.55% | 79.19%-72.6pp | 68.23%-61.7pp | 372.94%-366.4pp |
| Employer contribution / active EE | $2,289 | $5,243-56.3% | $4,856-52.9% | $4,751-51.8% |
| Participant deferral / active EE | $10,419 | $8,100+28.6% | $7,758+34.3% | $6,710+55.3% |
| Admin fee / account holder | $6,334 | $12,400-48.9% | $10,762-41.1% | $11,403-44.5% |