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 3-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 | $34,205 | $175,202-80.5% | $149,673-77.1% | $139,434-75.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.51% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,313 | $5,474-76.0% | $4,818-72.7% | $4,751-72.4% |
| Participant deferral / active EE | $2,809 | $6,519-56.9% | $5,680-50.5% | $6,710-58.1% |
| Admin fee / account holder | $1,659 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |