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 | $94,338-82.3% | $100,534-83.4% | $142,382-88.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 10.84% | 29.20%-18.4pp | 32.66%-21.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,316 | $4,237-68.9% | $4,346-69.7% | $4,299-69.4% |
| Participant deferral / active EE | $2,486 | $5,934-58.1% | $6,144-59.5% | $6,507-61.8% |
| Admin fee / account holder | $1,614 | $8,421-80.8% | $7,654-78.9% | $12,624-87.2% |