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 | $40,718 | $48,076-15.3% | $78,689-48.3% | $62,891-35.3% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.6%+20.7pp | 69.3%+25.0pp |
| Annual return | 0.09% | 31.35%-31.3pp | 62.18%-62.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $337 | $2,015-83.2% | $2,851-88.2% | $2,281-85.2% |
| Participant deferral / active EE | $2,778 | $2,588+7.4% | $3,517-21.0% | $3,203-13.3% |
| Admin fee / account holder | $2,166 | $3,207-32.5% | $4,510-52.0% | $4,296-49.6% |