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 | $127,065-42.5% | $113,168-35.5% | $142,382-48.7% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 0.45% | 24.03%-23.6pp | 24.27%-23.8pp | 217.08%-216.6pp |
| Employer contribution / active EE | $1,019 | $3,442-70.4% | $2,975-65.8% | $4,299-76.3% |
| Participant deferral / active EE | $3,515 | $5,716-38.5% | $5,107-31.2% | $6,507-46.0% |
| Admin fee / account holder | $482 | $15,736-96.9% | $12,068-96.0% | $12,624-96.2% |