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 6-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 | $27,260 | $46,553-41.4% | $64,056-57.4% | $75,163-63.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.34% | 26.03%-14.7pp | 33.69%-22.3pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,058 | $1,974-46.4% | $2,747-61.5% | $2,670-60.4% |
| Participant deferral / active EE | $2,085 | $2,837-26.5% | $3,880-46.3% | $4,125-49.5% |
| Admin fee / account holder | $6,439 | $2,952+118.1% | $3,068+109.9% | $5,651+13.9% |