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 | $34,545 | $48,364-28.6% | $71,796-51.9% | $62,891-45.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 1.76% | 13.16%-11.4pp | 78.04%-76.3pp | 20.14%-18.4pp |
| Employer contribution / active EE | $468 | $1,042-55.1% | $1,924-75.7% | $2,281-79.5% |
| Participant deferral / active EE | $2,097 | $2,091+0.3% | $2,794-25.0% | $3,203-34.5% |
| Admin fee / account holder | $1,509 | $3,771-60.0% | $4,815-68.7% | $4,296-64.9% |