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 | $42,832 | $48,046-10.9% | $84,611-49.4% | $72,985-41.3% |
| Participation rate | 75.0% | 57.6%+17.4pp | 68.2%+6.8pp | 69.5%+5.5pp |
| Annual return | 3.25% | 37.38%-34.1pp | 258.74%-255.5pp | 81.00%-77.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,295 | $2,680-51.7% | $3,899-66.8% | $3,607-64.1% |
| Admin fee / account holder | $11,598 | $3,395+241.7% | $4,912+136.1% | $5,124+126.3% |