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 | $29,772 | $80,968-63.2% | $96,544-69.2% | $75,163-60.4% |
| Participation rate | 88.1% | 71.8%+16.3pp | 76.0%+12.1pp | 67.2%+20.9pp |
| Annual return | 4.01% | 27.06%-23.1pp | 25.84%-21.8pp | 160.62%-156.6pp |
| Employer contribution / active EE | $1,832 | $2,282-19.7% | $2,965-38.2% | $2,670-31.4% |
| Participant deferral / active EE | $2,842 | $3,928-27.6% | $4,851-41.4% | $4,125-31.1% |
| Admin fee / account holder | $12,976 | $6,724+93.0% | $8,252+57.2% | $5,651+129.6% |