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 | $64,185 | $48,364+32.7% | $71,796-10.6% | $62,891+2.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 1.64% | 13.16%-11.5pp | 78.04%-76.4pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,319 | $1,042+26.6% | $1,924-31.5% | $2,281-42.2% |
| Participant deferral / active EE | $2,703 | $2,091+29.2% | $2,794-3.3% | $3,203-15.6% |
| Admin fee / account holder | $1,721 | $3,771-54.4% | $4,815-64.3% | $4,296-59.9% |