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 5-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 | $16,679 | $92,798-82.0% | $96,707-82.8% | $137,256-87.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 80.4%-0.4pp | 80.0%0pp |
| Annual return | 10.84% | 31.24%-20.4pp | 34.78%-23.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,316 | $4,147-68.3% | $4,191-68.6% | $4,156-68.3% |
| Participant deferral / active EE | $2,486 | $5,877-57.7% | $5,997-58.5% | $6,407-61.2% |
| Admin fee / account holder | $1,614 | $7,946-79.7% | $7,503-78.5% | $12,270-86.8% |