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 | $86,915 | $228,332-61.9% | $185,823-53.2% | $158,922-45.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.12% | 40.80%-40.7pp | 35.95%-35.8pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,765 | $4,967-64.5% | $4,087-56.8% | $4,761-62.9% |
| Participant deferral / active EE | $10,413 | $6,415+62.3% | $5,632+84.9% | $5,982+74.1% |
| Admin fee / account holder | $863 | $11,864-92.7% | $9,500-90.9% | $11,246-92.3% |