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 | $27,621 | $60,022-54.0% | $88,946-68.9% | $84,808-67.4% |
| Participation rate | 84.6% | 57.8%+26.8pp | 68.8%+15.8pp | 68.3%+16.3pp |
| Annual return | 6.38% | 22.43%-16.0pp | 57.82%-51.4pp | 40.90%-34.5pp |
| Employer contribution / active EE | $667 | $1,703-60.9% | $2,555-73.9% | $2,631-74.7% |
| Participant deferral / active EE | $2,550 | $3,114-18.1% | $4,581-44.3% | $4,212-39.4% |
| Admin fee / account holder | $1,308 | $4,811-72.8% | $8,261-84.2% | $7,344-82.2% |