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 | $129,885 | $163,101-20.4% | $136,749-5.0% | $142,382-8.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 5.70% | 27.54%-21.8pp | 24.33%-18.6pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,384 | $4,117-42.1% | $3,400-29.9% | $4,299-44.5% |
| Participant deferral / active EE | $4,315 | $5,585-22.7% | $4,692-8.0% | $6,507-33.7% |
| Admin fee / account holder | $2,756 | $14,318-80.8% | $11,386-75.8% | $12,624-78.2% |