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 | $65,523 | $135,952-51.8% | $123,892-47.1% | $273,961-76.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 2.30% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,028 | $5,170-80.1% | $4,617-77.7% | $4,869-78.9% |
| Participant deferral / active EE | $2,118 | $6,343-66.6% | $5,984-64.6% | $5,287-59.9% |
| Admin fee / account holder | $1,314 | $9,817-86.6% | $8,357-84.3% | $10,132-87.0% |