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 | $81,029 | $152,587-46.9% | $125,175-35.3% | $152,861-47.0% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 0.83% | 54.84%-54.0pp | 43.79%-43.0pp | 345.32%-344.5pp |
| Employer contribution / active EE | $4,426 | $4,946-10.5% | $3,865+14.5% | $4,762-7.1% |
| Participant deferral / active EE | $2,305 | $5,868-60.7% | $4,937-53.3% | $5,850-60.6% |
| Admin fee / account holder | $5,215 | $13,434-61.2% | $9,702-46.2% | $11,596-55.0% |