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 | $62,439 | $107,334-41.8% | $92,893-32.8% | $152,861-59.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 5.05% | 145.58%-140.5pp | 109.41%-104.4pp | 345.32%-340.3pp |
| Employer contribution / active EE | $859 | $4,221-79.7% | $3,653-76.5% | $4,762-82.0% |
| Participant deferral / active EE | $4,050 | $4,845-16.4% | $4,236-4.4% | $5,850-30.8% |
| Admin fee / account holder | $4,172 | $7,079-41.1% | $5,794-28.0% | $11,596-64.0% |