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 | $86,550 | $181,894-52.4% | $156,549-44.7% | $273,961-68.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.12% | 30.74%-30.9pp | 32.23%-32.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $5,721 | $6,248-8.4% | $5,501+4.0% | $4,869+17.5% |
| Participant deferral / active EE | $8,436 | $5,550+52.0% | $4,871+73.2% | $5,287+59.6% |
| Admin fee / account holder | $5,170 | $15,559-66.8% | $13,027-60.3% | $10,132-49.0% |