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 | $25,777 | $39,122-34.1% | $57,179-54.9% | $62,891-59.0% |
| Participation rate | 73.5% | 70.5%+3.0pp | 75.3%-1.8pp | 69.3%+4.2pp |
| Annual return | 0.31% | 9.23%-8.9pp | 14.59%-14.3pp | 20.14%-19.8pp |
| Employer contribution / active EE | $482 | $1,874-74.3% | $2,682-82.0% | $2,281-78.9% |
| Participant deferral / active EE | $856 | $2,374-63.9% | $3,096-72.3% | $3,203-73.3% |
| Admin fee / account holder | $1,060 | $2,592-59.1% | $3,139-66.2% | $4,296-75.3% |