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 | $21,547 | $74,927-71.2% | $101,794-78.8% | $84,808-74.6% |
| Participation rate | 86.7% | 61.4%+25.3pp | 69.2%+17.5pp | 68.3%+18.4pp |
| Annual return | 11.93% | 18.70%-6.8pp | 30.53%-18.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $956 | $1,522-37.2% | $2,289-58.2% | $2,631-63.7% |
| Participant deferral / active EE | $2,626 | $3,099-15.3% | $4,084-35.7% | $4,212-37.6% |
| Admin fee / account holder | $2,242 | $6,514-65.6% | $8,777-74.5% | $7,344-69.5% |