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 | $36,001 | $55,706-35.4% | $75,886-52.6% | $72,985-50.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 5.95% | 27.59%-21.6pp | 30.76%-24.8pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,915 | $1,687+13.5% | $2,500-23.4% | $2,440-21.5% |
| Participant deferral / active EE | $2,749 | $2,634+4.4% | $3,603-23.7% | $3,607-23.8% |
| Admin fee / account holder | $1,126 | $3,978-71.7% | $5,418-79.2% | $5,124-78.0% |