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 | $74,943 | $116,875-35.9% | $493,514-84.8% | $116,875-35.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 86.6%+13.4pp | 74.5%+25.5pp |
| Annual return | 11.32% | 16.29%-5.0pp | -7.53%+18.9pp | 16.29%-5.0pp |
| Employer contribution / active EE | $3,246 | $3,288-1.3% | $6,745-51.9% | $3,288-1.3% |
| Participant deferral / active EE | $2,402 | $3,885-38.2% | $3,576-32.8% | $3,885-38.2% |
| Admin fee / account holder | $2,610 | $12,263-78.7% | $31,190-91.6% | $12,263-78.7% |