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 | $40,677 | $49,227-17.4% | $70,449-42.3% | $79,858-49.1% |
| Participation rate | 76.5% | 69.2%+7.3pp | 75.1%+1.4pp | 69.6%+6.8pp |
| Annual return | 5.11% | 30.06%-24.9pp | 109.03%-103.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,031 | $2,099-50.9% | $2,737-62.3% | $2,471-58.3% |
| Participant deferral / active EE | $3,691 | $2,768+33.4% | $3,709-0.5% | $3,740-1.3% |
| Admin fee / account holder | $1,546 | $2,878-46.3% | $3,845-59.8% | $5,306-70.9% |