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 | $61,556 | $135,952-54.7% | $123,892-50.3% | $273,961-77.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.72% | 56.63%-55.9pp | 47.52%-46.8pp | 41.45%-40.7pp |
| Employer contribution / active EE | $1,358 | $5,170-73.7% | $4,617-70.6% | $4,869-72.1% |
| Participant deferral / active EE | $6,513 | $6,343+2.7% | $5,984+8.8% | $5,287+23.2% |
| Admin fee / account holder | $553 | $9,817-94.4% | $8,357-93.4% | $10,132-94.5% |