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 | $62,301 | $113,339-45.0% | $94,993-34.4% | $147,584-57.8% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 0.89% | 20.77%-19.9pp | 27.12%-26.2pp | 578.55%-577.7pp |
| Employer contribution / active EE | $1,746 | $3,160-44.7% | $2,603-32.9% | $4,876-64.2% |
| Participant deferral / active EE | $4,018 | $3,777+6.4% | $3,317+21.1% | $5,439-26.1% |
| Admin fee / account holder | $1,256 | $6,063-79.3% | $4,960-74.7% | $10,885-88.5% |