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 | $29,093 | $35,183-17.3% | $73,545-60.4% | $70,131-58.5% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 11.27% | 26.90%-15.6pp | -15.16%+26.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,194 | $709+68.5% | $1,219-2.0% | $2,342-49.0% |
| Participant deferral / active EE | $1,559 | $1,220+27.8% | $1,806-13.7% | $3,332-53.2% |
| Admin fee / account holder | $1,066 | $2,302-53.7% | $2,320-54.0% | $4,645-77.0% |