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 | $31,230 | $43,075-27.5% | $74,583-58.1% | $62,891-50.3% |
| Participation rate | 73.1% | 58.1%+15.0pp | 68.1%+5.0pp | 69.3%+3.8pp |
| Annual return | 3.58% | 17.50%-13.9pp | 20.47%-16.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,531 | $1,498+2.3% | $2,525-39.4% | $2,281-32.9% |
| Participant deferral / active EE | $3,740 | $2,389+56.5% | $3,458+8.2% | $3,203+16.8% |
| Admin fee / account holder | $43,166 | $2,840+1420.0% | $4,138+943.2% | $4,296+904.9% |