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 | $32,528 | $88,707-63.3% | $74,183-56.2% | $273,961-88.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.86% | 11.94%-10.1pp | 17.74%-15.9pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,956 | $3,159-38.1% | $2,370-17.5% | $4,869-59.8% |
| Participant deferral / active EE | $1,826 | $4,212-56.7% | $3,550-48.6% | $5,287-65.5% |
| Admin fee / account holder | $923 | $8,717-89.4% | $5,586-83.5% | $10,132-90.9% |