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 | $55,251 | $127,386-56.6% | $115,037-52.0% | $125,391-55.9% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -4.80% | 31.28%-36.1pp | 26.14%-30.9pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,332 | $5,166-74.2% | $4,608-71.1% | $4,866-72.6% |
| Participant deferral / active EE | $3,827 | $6,423-40.4% | $6,026-36.5% | $5,352-28.5% |
| Admin fee / account holder | $1,726 | $9,516-81.9% | $8,175-78.9% | $9,540-81.9% |