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 7-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 | $9,961 | $64,839-84.6% | $95,585-89.6% | $84,808-88.3% |
| Participation rate | 90.9% | 63.8%+27.1pp | 72.1%+18.8pp | 68.3%+22.6pp |
| Annual return | 10.21% | -670.96%+681.2pp | 38.56%-28.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $585 | $1,759-66.7% | $2,527-76.8% | $2,631-77.7% |
| Participant deferral / active EE | $2,486 | $2,965-16.1% | $4,023-38.2% | $4,212-41.0% |
| Admin fee / account holder | $568 | $5,964-90.5% | $6,127-90.7% | $7,344-92.3% |