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 | $78,994 | $81,208-2.7% | $98,907-20.1% | $79,858-1.1% |
| Participation rate | 76.0% | 72.5%+3.5pp | 76.0%0pp | 69.6%+6.4pp |
| Annual return | 6.40% | 60.99%-54.6pp | 196.43%-190.0pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,479 | $1,960-24.6% | $2,689-45.0% | $2,471-40.2% |
| Participant deferral / active EE | $2,910 | $3,265-10.9% | $4,244-31.4% | $3,740-22.2% |
| Admin fee / account holder | $1,288 | $6,013-78.6% | $6,642-80.6% | $5,306-75.7% |