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 | $43,853 | $232,540-81.1% | $185,117-76.3% | $147,584-70.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 0.65% | 43.03%-42.4pp | 40.50%-39.8pp | 578.55%-577.9pp |
| Employer contribution / active EE | $1,488 | $5,195-71.4% | $4,182-64.4% | $4,876-69.5% |
| Participant deferral / active EE | $4,192 | $5,834-28.1% | $5,045-16.9% | $5,439-22.9% |
| Admin fee / account holder | $3,594 | $10,275-65.0% | $8,159-55.9% | $10,885-67.0% |