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 | $85,052 | $99,341-14.4% | $84,750+0.4% | $273,961-69.0% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | -1.07% | 22.93%-24.0pp | 22.78%-23.9pp | 41.45%-42.5pp |
| Employer contribution / active EE | $2,695 | $4,214-36.1% | $3,574-24.6% | $4,869-44.7% |
| Participant deferral / active EE | $2,536 | $4,269-40.6% | $3,712-31.7% | $5,287-52.0% |
| Admin fee / account holder | $3,966 | $6,644-40.3% | $5,332-25.6% | $10,132-60.9% |