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 | $16,944 | $49,791-66.0% | $78,210-78.3% | $70,131-75.8% |
| Participation rate | 89.4% | 62.3%+27.1pp | 68.7%+20.6pp | 69.5%+19.8pp |
| Annual return | 4.03% | 20.75%-16.7pp | 40.90%-36.9pp | 73.14%-69.1pp |
| Employer contribution / active EE | $1,626 | $1,430+13.8% | $2,034-20.0% | $2,342-30.6% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $858 | $3,181-73.0% | $3,758-77.2% | $4,645-81.5% |