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 | $25,671 | $35,183-27.0% | $73,545-65.1% | $70,131-63.4% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 9.82% | 26.90%-17.1pp | -15.16%+25.0pp | 73.14%-63.3pp |
| Employer contribution / active EE | $6,168 | $709+770.3% | $1,219+406.0% | $2,342+163.3% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $452 | $2,302-80.4% | $2,320-80.5% | $4,645-90.3% |