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 | $46,701 | $76,552-39.0% | $123,892-62.3% | $62,891-25.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.03% | 18.68%-16.6pp | 47.52%-45.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $2,397 | $2,883-16.8% | $4,617-48.1% | $2,281+5.1% |
| Participant deferral / active EE | $2,246 | $4,840-53.6% | $5,984-62.5% | $3,203-29.9% |
| Admin fee / account holder | $6,305 | $4,826+30.6% | $8,357-24.6% | $4,296+46.8% |