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 | $31,049 | $67,411-53.9% | $91,001-65.9% | $70,131-55.7% |
| Participation rate | 81.5% | 71.4%+10.1pp | 75.6%+5.9pp | 69.5%+11.9pp |
| Annual return | 11.54% | -40.16%+51.7pp | 4.60%+6.9pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,441 | $2,823-49.0% | $3,547-59.4% | $3,332-56.8% |
| Admin fee / account holder | $1,689 | $4,236-60.1% | $5,417-68.8% | $4,645-63.6% |