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 | $65,203 | $124,425-47.6% | $112,040-41.8% | $137,256-52.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.20% | 24.72%-18.5pp | 24.52%-18.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,360 | $3,411-30.8% | $2,954-20.1% | $4,156-43.2% |
| Participant deferral / active EE | $2,467 | $5,718-56.9% | $5,098-51.6% | $6,407-61.5% |
| Admin fee / account holder | $594 | $15,207-96.1% | $12,098-95.1% | $12,270-95.2% |