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 | $25,888 | $52,279-50.5% | $89,391-71.0% | $79,858-67.6% |
| Participation rate | 72.0% | 57.5%+14.5pp | 68.0%+4.0pp | 69.6%+2.4pp |
| Annual return | 10.51% | 22.16%-11.7pp | 245.62%-235.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $760 | $1,572-51.6% | $2,586-70.6% | $2,471-69.2% |
| Participant deferral / active EE | $1,101 | $2,740-59.8% | $3,890-71.7% | $3,740-70.6% |
| Admin fee / account holder | $4,359 | $3,356+29.9% | $4,881-10.7% | $5,306-17.9% |