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 | $51,035 | $144,119-64.6% | $117,854-56.7% | $147,584-65.4% |
| Participation rate | 87.0% | 83.4%+3.5pp | 79.7%+7.3pp | 82.8%+4.1pp |
| Annual return | 6.72% | 531.15%-524.4pp | 335.08%-328.4pp | 578.55%-571.8pp |
| Employer contribution / active EE | $4,069 | $4,896-16.9% | $3,786+7.5% | $4,876-16.5% |
| Participant deferral / active EE | $5,488 | $5,316+3.2% | $4,482+22.5% | $5,439+0.9% |
| Admin fee / account holder | $1,599 | $10,886-85.3% | $8,020-80.1% | $10,885-85.3% |