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 | $69,017 | $48,076+43.6% | $78,689-12.3% | $62,891+9.7% |
| Participation rate | 79.1% | 65.2%+13.9pp | 73.6%+5.5pp | 69.3%+9.8pp |
| Annual return | 0.22% | 31.35%-31.1pp | 62.18%-62.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,366 | $2,015-32.2% | $2,851-52.1% | $2,281-40.1% |
| Participant deferral / active EE | $5,267 | $2,588+103.5% | $3,517+49.8% | $3,203+64.5% |
| Admin fee / account holder | $515 | $3,207-84.0% | $4,510-88.6% | $4,296-88.0% |