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 | $20,550 | $55,706-63.1% | $75,886-72.9% | $72,985-71.8% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.3%+14.1pp | 69.5%+13.8pp |
| Annual return | 10.15% | 27.59%-17.4pp | 30.76%-20.6pp | 81.00%-70.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,124 | $2,634-57.3% | $3,603-68.8% | $3,607-68.8% |
| Admin fee / account holder | $497 | $3,978-87.5% | $5,418-90.8% | $5,124-90.3% |