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 | $14,471 | $48,076-69.9% | $78,689-81.6% | $62,891-77.0% |
| Participation rate | 91.1% | 65.2%+25.9pp | 73.6%+17.5pp | 69.3%+21.8pp |
| Annual return | 4.08% | 31.35%-27.3pp | 62.18%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,073 | $2,015-46.7% | $2,851-62.4% | $2,281-53.0% |
| Participant deferral / active EE | $1,583 | $2,588-38.8% | $3,517-55.0% | $3,203-50.6% |
| Admin fee / account holder | $3,811 | $3,207+18.8% | $4,510-15.5% | $4,296-11.3% |