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 | $26,760 | $37,426-28.5% | $77,482-65.5% | $79,858-66.5% |
| Participation rate | 76.6% | 41.5%+35.1pp | 54.2%+22.4pp | 69.6%+7.0pp |
| Annual return | 7.64% | 39.70%-32.1pp | 54.79%-47.2pp | 31.71%-24.1pp |
| Employer contribution / active EE | $141 | $637-77.8% | $986-85.7% | $2,471-94.3% |
| Participant deferral / active EE | $499 | $1,260-60.4% | $1,861-73.2% | $3,740-86.6% |
| Admin fee / account holder | $2,479 | $2,504-1.0% | $2,858-13.3% | $5,306-53.3% |