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 | $62,720 | $165,335-62.1% | $149,696-58.1% | $158,922-60.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 0.83% | 348.15%-347.3pp | 276.60%-275.8pp | 302.83%-302.0pp |
| Employer contribution / active EE | $2,398 | $5,103-53.0% | $4,644-48.4% | $4,761-49.6% |
| Participant deferral / active EE | $5,638 | $7,181-21.5% | $6,842-17.6% | $5,982-5.8% |
| Admin fee / account holder | $360 | $10,807-96.7% | $9,309-96.1% | $11,246-96.8% |