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 | $44,130 | $78,422-43.7% | $95,952-54.0% | $79,858-44.7% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.1pp | 69.6%+18.5pp |
| Annual return | 9.27% | 19.37%-10.1pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,271 | $1,945-34.6% | $2,541-50.0% | $2,471-48.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,163 | $5,622-79.3% | $6,795-82.9% | $5,306-78.1% |