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 | $20,552 | $45,035-54.4% | $62,995-67.4% | $70,131-70.7% |
| Participation rate | 71.8% | 69.5%+2.3pp | 74.8%-3.0pp | 69.5%+2.3pp |
| Annual return | 9.03% | 18.76%-9.7pp | 87.57%-78.5pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,793 | $2,051-12.6% | $2,759-35.0% | $2,342-23.4% |
| Participant deferral / active EE | $3,014 | $2,465+22.3% | $3,329-9.5% | $3,332-9.5% |
| Admin fee / account holder | $2,776 | $2,834-2.1% | $3,600-22.9% | $4,645-40.2% |