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 | $22,871 | $159,602-85.7% | $150,045-84.8% | $142,382-83.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 10.36% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,540 | $4,961-48.8% | $4,693-45.9% | $4,299-40.9% |
| Participant deferral / active EE | $4,408 | $8,310-47.0% | $7,997-44.9% | $6,507-32.3% |
| Admin fee / account holder | $547 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |