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 | $26,661 | $49,227-45.8% | $70,449-62.2% | $79,858-66.6% |
| Participation rate | 84.8% | 69.2%+15.6pp | 75.1%+9.7pp | 69.6%+15.1pp |
| Annual return | 2.18% | 30.06%-27.9pp | 109.03%-106.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $955 | $2,099-54.5% | $2,737-65.1% | $2,471-61.4% |
| Participant deferral / active EE | $1,995 | $2,768-27.9% | $3,709-46.2% | $3,740-46.7% |
| Admin fee / account holder | $980 | $2,878-66.0% | $3,845-74.5% | $5,306-81.5% |