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 | $63,950 | $65,041-1.7% | $90,951-29.7% | $79,858-19.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.03% | 30.45%-25.4pp | 134.60%-129.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,893 | $1,247+51.8% | $2,122-10.8% | $2,471-23.4% |
| Participant deferral / active EE | $4,930 | $2,512+96.2% | $3,373+46.2% | $3,740+31.8% |
| Admin fee / account holder | $3,268 | $4,536-28.0% | $5,959-45.2% | $5,306-38.4% |