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 | $11,726 | $60,022-80.5% | $88,946-86.8% | $84,808-86.2% |
| Participation rate | 94.9% | 57.8%+37.1pp | 68.8%+26.1pp | 68.3%+26.6pp |
| Annual return | 0.80% | 22.43%-21.6pp | 57.82%-57.0pp | 40.90%-40.1pp |
| Employer contribution / active EE | $2,623 | $1,703+54.0% | $2,555+2.7% | $2,631-0.3% |
| Participant deferral / active EE | $3,931 | $3,114+26.2% | $4,581-14.2% | $4,212-6.7% |
| Admin fee / account holder | $2,773 | $4,811-42.4% | $8,261-66.4% | $7,344-62.2% |