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 | $15,837 | $51,175-69.1% | $70,515-77.5% | $75,163-78.9% |
| Participation rate | 71.4% | 60.9%+10.5pp | 68.3%+3.1pp | 67.2%+4.2pp |
| Annual return | 13.05% | 30.02%-17.0pp | 32.77%-19.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $579 | $1,826-68.3% | $2,973-80.5% | $2,670-78.3% |
| Participant deferral / active EE | $2,410 | $2,849-15.4% | $4,567-47.2% | $4,125-41.6% |
| Admin fee / account holder | $4,540 | $4,091+11.0% | $6,412-29.2% | $5,651-19.7% |