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 | $39,439 | $142,405-72.3% | $115,157-65.8% | $152,861-74.2% |
| Participation rate | 88.2% | 82.4%+5.9pp | 75.9%+12.3pp | 82.4%+5.8pp |
| Annual return | 4.08% | 41.48%-37.4pp | 35.60%-31.5pp | 345.32%-341.2pp |
| Employer contribution / active EE | $4,021 | $4,010+0.3% | $3,179+26.5% | $4,762-15.6% |
| Participant deferral / active EE | $2,874 | $5,164-44.3% | $4,168-31.0% | $5,850-50.9% |
| Admin fee / account holder | $1,574 | $8,462-81.4% | $7,088-77.8% | $11,596-86.4% |