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 | $87,823 | $165,335-46.9% | $149,696-41.3% | $158,922-44.7% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 3.54% | 348.15%-344.6pp | 276.60%-273.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,940 | $5,103-42.4% | $4,644-36.7% | $4,761-38.3% |
| Participant deferral / active EE | $6,785 | $7,181-5.5% | $6,842-0.8% | $5,982+13.4% |
| Admin fee / account holder | $4,266 | $10,807-60.5% | $9,309-54.2% | $11,246-62.1% |