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 | $61,667 | $139,421-55.8% | $239,577-74.3% | $116,462-47.0% |
| Participation rate | 80.4% | 75.0%+5.4pp | 82.1%-1.7pp | 74.7%+5.7pp |
| Annual return | 7.22% | 15.58%-8.4pp | -0.70%+7.9pp | 15.65%-8.4pp |
| Employer contribution / active EE | $1,178 | $4,487-73.7% | $7,232-83.7% | $3,231-63.5% |
| Participant deferral / active EE | $3,854 | $4,296-10.3% | $5,676-32.1% | $3,836+0.5% |
| Admin fee / account holder | $2,509 | $21,515-88.3% | $19,315-87.0% | $12,754-80.3% |