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 | $52,909 | $90,503-41.5% | $78,689-32.8% | $273,961-80.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.12% | 75.60%-74.5pp | 62.18%-61.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $3,420 | $3,176+7.7% | $2,851+20.0% | $4,869-29.7% |
| Participant deferral / active EE | $3,426 | $3,901-12.2% | $3,517-2.6% | $5,287-35.2% |
| Admin fee / account holder | $1,299 | $5,263-75.3% | $4,510-71.2% | $10,132-87.2% |