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 | $12,687 | $45,035-71.8% | $62,995-79.9% | $70,131-81.9% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 10.10% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $571 | $2,051-72.2% | $2,759-79.3% | $2,342-75.6% |
| Participant deferral / active EE | $873 | $2,465-64.6% | $3,329-73.8% | $3,332-73.8% |
| Admin fee / account holder | $826 | $2,834-70.9% | $3,600-77.1% | $4,645-82.2% |