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 7-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 | $90,792 | $127,065-28.5% | $113,168-19.8% | $142,382-36.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 2.26% | 24.03%-21.8pp | 24.27%-22.0pp | 217.08%-214.8pp |
| Employer contribution / active EE | $2,476 | $3,442-28.1% | $2,975-16.8% | $4,299-42.4% |
| Participant deferral / active EE | $3,921 | $5,716-31.4% | $5,107-23.2% | $6,507-39.7% |
| Admin fee / account holder | $4,147 | $15,736-73.6% | $12,068-65.6% | $12,624-67.1% |