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 | $77,240 | $135,952-43.2% | $123,892-37.7% | $273,961-71.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 2.45% | 56.63%-54.2pp | 47.52%-45.1pp | 41.45%-39.0pp |
| Employer contribution / active EE | $2,222 | $5,170-57.0% | $4,617-51.9% | $4,869-54.4% |
| Participant deferral / active EE | $8,479 | $6,343+33.7% | $5,984+41.7% | $5,287+60.4% |
| Admin fee / account holder | $2,507 | $9,817-74.5% | $8,357-70.0% | $10,132-75.3% |