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 | $36,871 | $55,706-33.8% | $75,886-51.4% | $72,985-49.5% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.3%+28.7pp | 69.5%+28.5pp |
| Annual return | 0.68% | 27.59%-26.9pp | 30.76%-30.1pp | 81.00%-80.3pp |
| Employer contribution / active EE | $1,799 | $1,687+6.7% | $2,500-28.1% | $2,440-26.3% |
| Participant deferral / active EE | $2,211 | $2,634-16.0% | $3,603-38.6% | $3,607-38.7% |
| Admin fee / account holder | $6,946 | $3,978+74.6% | $5,418+28.2% | $5,124+35.5% |