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 | $74,406 | $110,257-32.5% | $96,544-22.9% | $139,434-46.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 5.46% | 26.32%-20.9pp | 25.84%-20.4pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,920 | $3,620-47.0% | $2,965-35.2% | $4,751-59.6% |
| Participant deferral / active EE | $3,430 | $5,548-38.2% | $4,851-29.3% | $6,710-48.9% |
| Admin fee / account holder | $1,947 | $11,591-83.2% | $8,252-76.4% | $11,403-82.9% |