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 | $18,534 | $35,183-47.3% | $73,545-74.8% | $70,131-73.6% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 6.94% | 26.90%-20.0pp | -15.16%+22.1pp | 73.14%-66.2pp |
| Employer contribution / active EE | $800 | $709+12.9% | $1,219-34.4% | $2,342-65.8% |
| Participant deferral / active EE | $447 | $1,220-63.3% | $1,806-75.2% | $3,332-86.6% |
| Admin fee / account holder | $625 | $2,302-72.8% | $2,320-73.0% | $4,645-86.5% |