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 | $34,415 | $127,386-73.0% | $115,037-70.1% | $125,391-72.6% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -5.62% | 31.28%-36.9pp | 26.14%-31.8pp | 282.22%-287.8pp |
| Employer contribution / active EE | $2,343 | $5,166-54.6% | $4,608-49.1% | $4,866-51.8% |
| Participant deferral / active EE | $4,441 | $6,423-30.9% | $6,026-26.3% | $5,352-17.0% |
| Admin fee / account holder | $3,228 | $9,516-66.1% | $8,175-60.5% | $9,540-66.2% |