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 | $19,708 | $57,016-65.4% | $84,966-76.8% | $80,856-75.6% |
| Participation rate | 86.4% | 56.3%+30.0pp | 67.5%+18.9pp | 67.6%+18.7pp |
| Annual return | 8.69% | 21.66%-13.0pp | 66.38%-57.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,137 | $1,798-36.8% | $2,727-58.3% | $2,755-58.7% |
| Participant deferral / active EE | $4,358 | $3,110+40.1% | $4,519-3.6% | $4,296+1.4% |
| Admin fee / account holder | $4,701 | $4,980-5.6% | $6,149-23.5% | $6,918-32.0% |