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 | $36,486 | $76,552-52.3% | $123,892-70.6% | $62,891-42.0% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | -1.74% | 18.68%-20.4pp | 47.52%-49.3pp | 20.14%-21.9pp |
| Employer contribution / active EE | $2,299 | $2,883-20.2% | $4,617-50.2% | $2,281+0.8% |
| Participant deferral / active EE | $4,350 | $4,840-10.1% | $5,984-27.3% | $3,203+35.8% |
| Admin fee / account holder | $823 | $4,826-82.9% | $8,357-90.2% | $4,296-80.8% |