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 | $87,623 | $140,940-37.8% | $112,229-21.9% | $139,434-37.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.18% | 32.71%-30.5pp | 30.20%-28.0pp | 372.94%-370.8pp |
| Employer contribution / active EE | $3,165 | $4,283-26.1% | $3,430-7.7% | $4,751-33.4% |
| Participant deferral / active EE | $5,974 | $5,874+1.7% | $4,798+24.5% | $6,710-11.0% |
| Admin fee / account holder | $2,225 | $9,954-77.6% | $7,748-71.3% | $11,403-80.5% |