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 | $65,989 | $65,365+1.0% | $92,893-29.0% | $72,985-9.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.63% | 42.10%-39.5pp | 109.41%-106.8pp | 81.00%-78.4pp |
| Employer contribution / active EE | $7,040 | $2,594+171.4% | $3,653+92.7% | $2,440+188.5% |
| Participant deferral / active EE | $3,592 | $3,128+14.8% | $4,236-15.2% | $3,607-0.4% |
| Admin fee / account holder | $1,035 | $4,251-75.6% | $5,794-82.1% | $5,124-79.8% |