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 8-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 | $97,625 | $176,812-44.8% | $146,665-33.4% | $167,490-41.7% |
| Participation rate | 81.0% | 83.6%-2.7pp | 80.1%+0.9pp | 82.1%-1.2pp |
| Annual return | 0.21% | 24.03%-23.8pp | 22.74%-22.5pp | 478.56%-478.3pp |
| Employer contribution / active EE | $1,364 | $5,160-73.6% | $4,136-67.0% | $4,837-71.8% |
| Participant deferral / active EE | $2,182 | $6,440-66.1% | $5,506-60.4% | $6,341-65.6% |
| Admin fee / account holder | $1,602 | $13,259-87.9% | $10,280-84.4% | $12,309-87.0% |