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 | $54,368 | $54,705-0.6% | $71,209-23.6% | $84,808-35.9% |
| Participation rate | 74.0% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.7pp |
| Annual return | 13.13% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,986 | $3,030+31.5% | $4,175-4.5% | $4,212-5.4% |
| Admin fee / account holder | $1,045 | $4,863-78.5% | $5,349-80.5% | $7,344-85.8% |