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 | $64,089 | $65,365-2.0% | $92,893-31.0% | $72,985-12.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.29% | 42.10%-39.8pp | 109.41%-107.1pp | 81.00%-78.7pp |
| Employer contribution / active EE | $5,904 | $2,594+127.6% | $3,653+61.6% | $2,440+142.0% |
| Participant deferral / active EE | $3,011 | $3,128-3.8% | $4,236-28.9% | $3,607-16.5% |
| Admin fee / account holder | $2,313 | $4,251-45.6% | $5,794-60.1% | $5,124-54.9% |