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 | $43,698 | $67,411-35.2% | $91,001-52.0% | $70,131-37.7% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 11.62% | -40.16%+51.8pp | 4.60%+7.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,093 | $1,786-38.8% | $2,456-55.5% | $2,342-53.3% |
| Participant deferral / active EE | $1,700 | $2,823-39.8% | $3,547-52.1% | $3,332-49.0% |
| Admin fee / account holder | $6,172 | $4,236+45.7% | $5,417+13.9% | $4,645+32.9% |