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 | $61,786 | $135,952-54.6% | $123,892-50.1% | $273,961-77.4% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 0.55% | 56.63%-56.1pp | 47.52%-47.0pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,617 | $5,170-49.4% | $4,617-43.3% | $4,869-46.3% |
| Participant deferral / active EE | $4,866 | $6,343-23.3% | $5,984-18.7% | $5,287-8.0% |
| Admin fee / account holder | $2,474 | $9,817-74.8% | $8,357-70.4% | $10,132-75.6% |