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 | $12,971 | $51,175-74.7% | $70,515-81.6% | $75,163-82.7% |
| Participation rate | 78.9% | 60.9%+17.9pp | 68.3%+10.5pp | 67.2%+11.7pp |
| Annual return | 7.64% | 30.02%-22.4pp | 32.77%-25.1pp | 160.62%-153.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,261 | $2,849-20.6% | $4,567-50.5% | $4,125-45.2% |
| Admin fee / account holder | $1,245 | $4,091-69.6% | $6,412-80.6% | $5,651-78.0% |