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 | $79,099 | $91,190-13.3% | $178,490-55.7% | $79,858-0.9% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 1.48% | 24.19%-22.7pp | 151.07%-149.6pp | 31.71%-30.2pp |
| Employer contribution / active EE | $4,198 | $3,256+28.9% | $5,011-16.2% | $2,471+69.9% |
| Participant deferral / active EE | $2,585 | $3,236-20.1% | $5,202-50.3% | $3,740-30.9% |
| Admin fee / account holder | $4,057 | $6,751-39.9% | $13,984-71.0% | $5,306-23.5% |