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 | $43,294 | $228,332-81.0% | $185,823-76.7% | $158,922-72.8% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | -1.00% | 40.80%-41.8pp | 35.95%-36.9pp | 302.83%-303.8pp |
| Employer contribution / active EE | $1,184 | $4,967-76.2% | $4,087-71.0% | $4,761-75.1% |
| Participant deferral / active EE | $4,304 | $6,415-32.9% | $5,632-23.6% | $5,982-28.0% |
| Admin fee / account holder | $2,701 | $11,864-77.2% | $9,500-71.6% | $11,246-76.0% |