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 | $89,818 | $153,772-41.6% | $133,980-33.0% | $273,961-67.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 0.63% | 36.51%-35.9pp | 29.30%-28.7pp | 41.45%-40.8pp |
| Employer contribution / active EE | $5,814 | $6,029-3.6% | $5,211+11.6% | $4,869+19.4% |
| Participant deferral / active EE | $3,634 | $6,958-47.8% | $6,282-42.1% | $5,287-31.3% |
| Admin fee / account holder | $1,420 | $11,765-87.9% | $9,324-84.8% | $10,132-86.0% |