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 | $24,611 | $48,046-48.8% | $84,611-70.9% | $72,985-66.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 14.36% | 37.38%-23.0pp | 258.74%-244.4pp | 81.00%-66.6pp |
| Employer contribution / active EE | $429 | $1,602-73.2% | $2,652-83.8% | $2,440-82.4% |
| Participant deferral / active EE | $1,276 | $2,680-52.4% | $3,899-67.3% | $3,607-64.6% |
| Admin fee / account holder | $1,977 | $3,395-41.8% | $4,912-59.8% | $5,124-61.4% |