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 | $20,680 | $45,035-54.1% | $62,995-67.2% | $70,131-70.5% |
| Participation rate | 97.9% | 69.5%+28.3pp | 74.8%+23.1pp | 69.5%+28.3pp |
| Annual return | 11.07% | 18.76%-7.7pp | 87.57%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,288 | $2,051-37.2% | $2,759-53.3% | $2,342-45.0% |
| Participant deferral / active EE | $2,302 | $2,465-6.6% | $3,329-30.9% | $3,332-30.9% |
| Admin fee / account holder | $1,233 | $2,834-56.5% | $3,600-65.7% | $4,645-73.5% |