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 | $17,502 | $84,233-79.2% | $170,442-89.7% | $70,131-75.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 1.03% | 23.06%-22.0pp | 205.93%-204.9pp | 73.14%-72.1pp |
| Employer contribution / active EE | $1,584 | $3,387-53.2% | $5,433-70.8% | $2,342-32.4% |
| Participant deferral / active EE | $1,502 | $3,086-51.3% | $4,939-69.6% | $3,332-54.9% |
| Admin fee / account holder | $6,096 | $5,698+7.0% | $13,880-56.1% | $4,645+31.2% |