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 | $29,938 | $99,341-69.9% | $84,750-64.7% | $273,961-89.1% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.27% | 22.93%-22.7pp | 22.78%-22.5pp | 41.45%-41.2pp |
| Employer contribution / active EE | $987 | $4,214-76.6% | $3,574-72.4% | $4,869-79.7% |
| Participant deferral / active EE | $1,661 | $4,269-61.1% | $3,712-55.3% | $5,287-68.6% |
| Admin fee / account holder | $1,358 | $6,644-79.6% | $5,332-74.5% | $10,132-86.6% |