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 | $46,802 | $181,894-74.3% | $156,549-70.1% | $273,961-82.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 0.81% | 30.74%-29.9pp | 32.23%-31.4pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,410 | $6,248-45.4% | $5,501-38.0% | $4,869-30.0% |
| Participant deferral / active EE | $3,946 | $5,550-28.9% | $4,871-19.0% | $5,287-25.4% |
| Admin fee / account holder | $1,164 | $15,559-92.5% | $13,027-91.1% | $10,132-88.5% |