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 | $16,212 | $32,037-49.4% | $69,182-76.6% | $62,891-74.2% |
| Participation rate | 93.9% | 43.4%+50.5pp | 55.1%+38.8pp | 69.3%+24.6pp |
| Annual return | 3.62% | 15.16%-11.5pp | -21.93%+25.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $756 | $679+11.4% | $1,206-37.3% | $2,281-66.8% |
| Participant deferral / active EE | $1,300 | $1,185+9.7% | $1,897-31.5% | $3,203-59.4% |
| Admin fee / account holder | $1,900 | $2,608-27.2% | $2,697-29.5% | $4,296-55.8% |