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 | $39,321 | $47,944-18.0% | $67,834-42.0% | $62,891-37.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 1.76% | 11.77%-10.0pp | 138.47%-136.7pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,844 | $1,562+18.0% | $2,403-23.3% | $2,281-19.2% |
| Participant deferral / active EE | $1,097 | $2,247-51.2% | $3,160-65.3% | $3,203-65.7% |
| Admin fee / account holder | $1,010 | $3,712-72.8% | $4,622-78.2% | $4,296-76.5% |