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 | $48,688 | $181,894-73.2% | $156,549-68.9% | $273,961-82.2% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 1.43% | 30.74%-29.3pp | 32.23%-30.8pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,494 | $6,248-76.1% | $5,501-72.8% | $4,869-69.3% |
| Participant deferral / active EE | $4,109 | $5,550-26.0% | $4,871-15.6% | $5,287-22.3% |
| Admin fee / account holder | $38,577 | $15,559+147.9% | $13,027+196.1% | $10,132+280.7% |