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 | $83,407 | $181,894-54.1% | $156,549-46.7% | $273,961-69.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.68% | 30.74%-28.1pp | 32.23%-29.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $5,061 | $6,248-19.0% | $5,501-8.0% | $4,869+3.9% |
| Participant deferral / active EE | $6,185 | $5,550+11.4% | $4,871+27.0% | $5,287+17.0% |
| Admin fee / account holder | $7,220 | $15,559-53.6% | $13,027-44.6% | $10,132-28.7% |