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 | $145,115 | $72,492+100.2% | $87,100+66.6% | $72,985+98.8% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.9%+2.0pp | 69.5%+9.4pp |
| Annual return | 3.50% | 24.46%-21.0pp | 28.19%-24.7pp | 81.00%-77.5pp |
| Employer contribution / active EE | $1,095 | $1,894-42.2% | $2,521-56.6% | $2,440-55.1% |
| Participant deferral / active EE | $3,516 | $3,270+7.5% | $4,049-13.2% | $3,607-2.5% |
| Admin fee / account holder | $2,710 | $5,055-46.4% | $7,497-63.9% | $5,124-47.1% |