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 | $23,524 | $58,512-59.8% | $84,015-72.0% | $72,985-67.8% |
| Participation rate | 80.8% | 61.2%+19.5pp | 69.0%+11.8pp | 69.5%+11.3pp |
| Annual return | 14.71% | 28.93%-14.2pp | 71.31%-56.6pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,960 | $1,163+154.5% | $1,983+49.2% | $2,440+21.3% |
| Participant deferral / active EE | $1,380 | $2,394-42.3% | $3,239-57.4% | $3,607-61.7% |
| Admin fee / account holder | $1,743 | $4,569-61.8% | $6,101-71.4% | $5,124-66.0% |