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 | $41,264 | $99,341-58.5% | $84,750-51.3% | $273,961-84.9% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 2.09% | 22.93%-20.8pp | 22.78%-20.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,349 | $4,214-68.0% | $3,574-62.3% | $4,869-72.3% |
| Participant deferral / active EE | $3,272 | $4,269-23.3% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $606 | $6,644-90.9% | $5,332-88.6% | $10,132-94.0% |