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 | $34,529 | $54,762-36.9% | $90,281-61.8% | $72,985-52.7% |
| Participation rate | 86.8% | 65.1%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 4.99% | 30.63%-25.6pp | 78.10%-73.1pp | 81.00%-76.0pp |
| Employer contribution / active EE | $1,357 | $2,092-35.1% | $2,854-52.4% | $2,440-44.4% |
| Participant deferral / active EE | $2,773 | $2,887-4.0% | $3,885-28.6% | $3,607-23.1% |
| Admin fee / account holder | $448 | $3,972-88.7% | $5,351-91.6% | $5,124-91.3% |