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 | $15,576 | $48,300-67.8% | $40,145,923-100.0% | $62,891-75.2% |
| Participation rate | 89.1% | 62.0%+27.1pp | 68.4%+20.7pp | 69.3%+19.8pp |
| Annual return | 3.61% | 6.95%-3.3pp | 5.24%-1.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,675 | $1,333+25.6% | $1,844-9.2% | $2,281-26.6% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,021 | $2,919-65.0% | $2,903-64.8% | $4,296-76.2% |