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 | $26,596 | $74,927-64.5% | $101,794-73.9% | $84,808-68.6% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.2%+28.1pp | 68.3%+29.0pp |
| Annual return | 11.23% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $946 | $1,522-37.8% | $2,289-58.7% | $2,631-64.0% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $510 | $6,514-92.2% | $8,777-94.2% | $7,344-93.1% |