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 | $80,243 | $104,251-23.0% | $91,001-11.8% | $147,584-45.6% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 1.27% | 27.06%-25.8pp | 4.60%-3.3pp | 578.55%-577.3pp |
| Employer contribution / active EE | $3,333 | $3,116+7.0% | $2,456+35.7% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $586 | $8,948-93.5% | $5,417-89.2% | $10,885-94.6% |