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 | $89,498 | $153,772-41.8% | $133,980-33.2% | $273,961-67.3% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | -0.23% | 36.51%-36.7pp | 29.30%-29.5pp | 41.45%-41.7pp |
| Employer contribution / active EE | $3,392 | $6,029-43.7% | $5,211-34.9% | $4,869-30.3% |
| Participant deferral / active EE | $7,609 | $6,958+9.4% | $6,282+21.1% | $5,287+43.9% |
| Admin fee / account holder | $1,591 | $11,765-86.5% | $9,324-82.9% | $10,132-84.3% |