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 | $22,969 | $45,035-49.0% | $62,995-63.5% | $70,131-67.2% |
| Participation rate | 73.8% | 69.5%+4.2pp | 74.8%-1.0pp | 69.5%+4.2pp |
| Annual return | 11.13% | 18.76%-7.6pp | 87.57%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $433 | $2,051-78.9% | $2,759-84.3% | $2,342-81.5% |
| Participant deferral / active EE | $1,511 | $2,465-38.7% | $3,329-54.6% | $3,332-54.7% |
| Admin fee / account holder | $4,179 | $2,834+47.4% | $3,600+16.1% | $4,645-10.0% |