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 | $30,559 | $39,122-21.9% | $57,179-46.6% | $62,891-51.4% |
| Participation rate | 94.9% | 70.5%+24.4pp | 75.3%+19.5pp | 69.3%+25.6pp |
| Annual return | 0.68% | 9.23%-8.6pp | 14.59%-13.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $3,133 | $1,874+67.2% | $2,682+16.8% | $2,281+37.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,000 | $2,592-61.4% | $3,139-68.1% | $4,296-76.7% |