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 | $95,994 | $152,460-37.0% | $118,746-19.2% | $147,584-35.0% |
| Participation rate | 81.8% | 82.3%-0.4pp | 78.3%+3.5pp | 82.8%-1.0pp |
| Annual return | 7.49% | 17.41%-9.9pp | 24.54%-17.0pp | 578.55%-571.1pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,698 | $6,212-24.4% | $5,332-11.9% | $5,439-13.6% |
| Admin fee / account holder | $897 | $16,953-94.7% | $10,720-91.6% | $10,885-91.8% |