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 | $83,959 | $115,882-27.5% | $100,516-16.5% | $158,922-47.2% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 0.09% | 34.79%-34.7pp | 30.89%-30.8pp | 302.83%-302.7pp |
| Employer contribution / active EE | $6,951 | $4,103+69.4% | $3,418+103.4% | $4,761+46.0% |
| Participant deferral / active EE | $5,231 | $6,674-21.6% | $6,270-16.6% | $5,982-12.6% |
| Admin fee / account holder | $338 | $10,995-96.9% | $8,081-95.8% | $11,246-97.0% |