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 | $36,221 | $67,411-46.3% | $91,001-60.2% | $70,131-48.4% |
| Participation rate | 80.4% | 71.4%+9.1pp | 75.6%+4.8pp | 69.5%+10.9pp |
| Annual return | 10.51% | -40.16%+50.7pp | 4.60%+5.9pp | 73.14%-62.6pp |
| Employer contribution / active EE | $496 | $1,786-72.2% | $2,456-79.8% | $2,342-78.8% |
| Participant deferral / active EE | $3,073 | $2,823+8.9% | $3,547-13.4% | $3,332-7.8% |
| Admin fee / account holder | $1,330 | $4,236-68.6% | $5,417-75.4% | $4,645-71.4% |