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 | $33,936 | $90,503-62.5% | $78,689-56.9% | $273,961-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.00% | 75.60%-73.6pp | 62.18%-60.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,968 | $3,176-38.0% | $2,851-31.0% | $4,869-59.6% |
| Participant deferral / active EE | $5,460 | $3,901+40.0% | $3,517+55.2% | $5,287+3.3% |
| Admin fee / account holder | $4,219 | $5,263-19.8% | $4,510-6.5% | $10,132-58.4% |