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 | $91,249 | $100,970-9.6% | $96,576-5.5% | $137,256-33.5% |
| Participation rate | 94.4% | 82.6%+11.8pp | 81.4%+13.0pp | 80.0%+14.5pp |
| Annual return | 12.42% | 38.16%-25.7pp | 38.47%-26.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $267 | $3,809-93.0% | $3,553-92.5% | $4,156-93.6% |
| Participant deferral / active EE | $7,132 | $8,286-13.9% | $7,956-10.4% | $6,407+11.3% |
| Admin fee / account holder | $25,703 | $11,312+127.2% | $11,381+125.8% | $12,270+109.5% |