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 | $22,974 | $39,122-41.3% | $57,179-59.8% | $62,891-63.5% |
| Participation rate | 77.6% | 70.5%+7.1pp | 75.3%+2.3pp | 69.3%+8.3pp |
| Annual return | -0.81% | 9.23%-10.0pp | 14.59%-15.4pp | 20.14%-21.0pp |
| Employer contribution / active EE | $600 | $1,874-68.0% | $2,682-77.6% | $2,281-73.7% |
| Participant deferral / active EE | $905 | $2,374-61.9% | $3,096-70.8% | $3,203-71.8% |
| Admin fee / account holder | $2,042 | $2,592-21.2% | $3,139-34.9% | $4,296-52.5% |