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 | $90,271 | $112,729-19.9% | $98,716-8.6% | $137,256-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.51% | 38.48%-33.0pp | 31.81%-26.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,741 | $2,725-36.1% | $2,279-23.6% | $4,156-58.1% |
| Participant deferral / active EE | $4,172 | $4,640-10.1% | $4,048+3.1% | $6,407-34.9% |
| Admin fee / account holder | $1,050 | $10,129-89.6% | $8,703-87.9% | $12,270-91.4% |