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 | $52,713 | $106,515-50.5% | $96,683-45.5% | $139,434-62.2% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 4.87% | 38.43%-33.6pp | 35.69%-30.8pp | 372.94%-368.1pp |
| Employer contribution / active EE | $1,131 | $4,103-72.4% | $3,737-69.7% | $4,751-76.2% |
| Participant deferral / active EE | $4,792 | $5,454-12.1% | $4,878-1.8% | $6,710-28.6% |
| Admin fee / account holder | $310 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |