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 | $32,307 | $124,281-74.0% | $109,143-70.4% | $167,490-80.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | -0.27% | 26.04%-26.3pp | 25.75%-26.0pp | 478.56%-478.8pp |
| Employer contribution / active EE | $929 | $4,207-77.9% | $3,722-75.0% | $4,837-80.8% |
| Participant deferral / active EE | $1,785 | $5,255-66.0% | $4,653-61.6% | $6,341-71.9% |
| Admin fee / account holder | $729 | $7,970-90.9% | $6,752-89.2% | $12,309-94.1% |