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 | $40,408 | $69,977-42.3% | $108,579-62.8% | $62,891-35.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.88% | 10.73%-7.8pp | -51.70%+54.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $2,390 | $2,135+11.9% | $3,758-36.4% | $2,281+4.8% |
| Participant deferral / active EE | $3,441 | $3,165+8.7% | $4,311-20.2% | $3,203+7.4% |
| Admin fee / account holder | $457 | $5,076-91.0% | $7,645-94.0% | $4,296-89.4% |