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 | $44,014 | $118,450-62.8% | $98,439-55.3% | $139,434-68.4% |
| Participation rate | 72.2% | 77.4%-5.2pp | 75.2%-2.9pp | 80.3%-8.1pp |
| Annual return | 2.12% | 18.94%-16.8pp | 21.16%-19.0pp | 372.94%-370.8pp |
| Employer contribution / active EE | $1,374 | $3,609-61.9% | $3,048-54.9% | $4,751-71.1% |
| Participant deferral / active EE | $2,605 | $5,392-51.7% | $4,738-45.0% | $6,710-61.2% |
| Admin fee / account holder | $857 | $14,026-93.9% | $8,948-90.4% | $11,403-92.5% |