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 | $39,574 | $48,076-17.7% | $78,689-49.7% | $62,891-37.1% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 3.74% | 31.35%-27.6pp | 62.18%-58.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,038 | $2,015-48.5% | $2,851-63.6% | $2,281-54.5% |
| Participant deferral / active EE | $4,311 | $2,588+66.6% | $3,517+22.6% | $3,203+34.6% |
| Admin fee / account holder | $2,017 | $3,207-37.1% | $4,510-55.3% | $4,296-53.1% |