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 | $42,995 | $54,573-21.2% | $90,951-52.7% | $73,488-41.5% |
| Participation rate | 70.9% | 61.2%+9.7pp | 69.0%+1.9pp | 70.7%+0.2pp |
| Annual return | 3.76% | 16.69%-12.9pp | 134.60%-130.8pp | 28.51%-24.8pp |
| Employer contribution / active EE | $980 | $991-1.2% | $2,122-53.8% | $2,270-56.8% |
| Participant deferral / active EE | $2,188 | $2,517-13.1% | $3,373-35.1% | $3,740-41.5% |
| Admin fee / account holder | $4,550 | $521+772.7% | $5,959-23.6% | $513+786.9% |