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 | $77,426 | $135,952-43.0% | $123,892-37.5% | $273,961-71.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.22% | 56.63%-53.4pp | 47.52%-44.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,599 | $5,170-49.7% | $4,617-43.7% | $4,869-46.6% |
| Participant deferral / active EE | $4,447 | $6,343-29.9% | $5,984-25.7% | $5,287-15.9% |
| Admin fee / account holder | $8,135 | $9,817-17.1% | $8,357-2.7% | $10,132-19.7% |