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 | $30,641 | $74,927-59.1% | $101,794-69.9% | $84,808-63.9% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.2%+29.5pp | 68.3%+30.4pp |
| Annual return | 6.66% | 18.70%-12.0pp | 30.53%-23.9pp | 40.90%-34.2pp |
| Employer contribution / active EE | $974 | $1,522-36.0% | $2,289-57.4% | $2,631-63.0% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,302 | $6,514+73.5% | $8,777+28.8% | $7,344+53.9% |