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 | $65,950 | $79,944-17.5% | $98,439-33.0% | $75,163-12.3% |
| Participation rate | 88.2% | 70.4%+17.9pp | 75.2%+13.1pp | 67.2%+21.0pp |
| Annual return | 0.68% | 19.75%-19.1pp | 21.16%-20.5pp | 160.62%-159.9pp |
| Employer contribution / active EE | $2,748 | $2,264+21.4% | $3,048-9.9% | $2,670+2.9% |
| Participant deferral / active EE | $5,519 | $3,752+47.1% | $4,738+16.5% | $4,125+33.8% |
| Admin fee / account holder | $3,823 | $6,840-44.1% | $8,948-57.3% | $5,651-32.3% |