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 | $29,579 | $74,927-60.5% | $101,794-70.9% | $84,808-65.1% |
| Participation rate | 89.5% | 61.4%+28.1pp | 69.2%+20.3pp | 68.3%+21.2pp |
| Annual return | 7.07% | 18.70%-11.6pp | 30.53%-23.5pp | 40.90%-33.8pp |
| Employer contribution / active EE | $1,004 | $1,522-34.0% | $2,289-56.1% | $2,631-61.8% |
| Participant deferral / active EE | $2,457 | $3,099-20.7% | $4,084-39.8% | $4,212-41.7% |
| Admin fee / account holder | $555 | $6,514-91.5% | $8,777-93.7% | $7,344-92.4% |