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 8-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 | $73,026 | $124,425-41.3% | $112,040-34.8% | $137,256-46.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 0.45% | 24.72%-24.3pp | 24.52%-24.1pp | 220.34%-219.9pp |
| Employer contribution / active EE | $1,019 | $3,411-70.1% | $2,954-65.5% | $4,156-75.5% |
| Participant deferral / active EE | $3,515 | $5,718-38.5% | $5,098-31.1% | $6,407-45.1% |
| Admin fee / account holder | $482 | $15,207-96.8% | $12,098-96.0% | $12,270-96.1% |