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 | $72,515 | $90,503-19.9% | $78,689-7.8% | $273,961-73.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 1.58% | 75.60%-74.0pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,714 | $3,176-46.0% | $2,851-39.9% | $4,869-64.8% |
| Participant deferral / active EE | $9,299 | $3,901+138.3% | $3,517+164.4% | $5,287+75.9% |
| Admin fee / account holder | $5,079 | $5,263-3.5% | $4,510+12.6% | $10,132-49.9% |