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 | $157,539 | $209,336-24.7% | $197,124-20.1% | $137,256+14.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 6.59% | 48.09%-41.5pp | 44.34%-37.7pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,754 | $6,591-73.4% | $6,227-71.8% | $4,156-57.8% |
| Participant deferral / active EE | $7,734 | $9,614-19.6% | $9,135-15.3% | $6,407+20.7% |
| Admin fee / account holder | $4,736 | $17,308-72.6% | $16,298-70.9% | $12,270-61.4% |