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 | $22,218 | $54,762-59.4% | $90,281-75.4% | $72,985-69.6% |
| Participation rate | 72.3% | 65.1%+7.1pp | 73.3%-1.0pp | 69.5%+2.8pp |
| Annual return | 1.36% | 30.63%-29.3pp | 78.10%-76.7pp | 81.00%-79.6pp |
| Employer contribution / active EE | $294 | $2,092-85.9% | $2,854-89.7% | $2,440-87.9% |
| Participant deferral / active EE | $1,555 | $2,887-46.1% | $3,885-60.0% | $3,607-56.9% |
| Admin fee / account holder | $1,072 | $3,972-73.0% | $5,351-80.0% | $5,124-79.1% |