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 | $49,467 | $37,426+32.2% | $77,482-36.2% | $79,858-38.1% |
| Participation rate | 97.4% | 41.5%+55.9pp | 54.2%+43.2pp | 69.6%+27.7pp |
| Annual return | 8.67% | 39.70%-31.0pp | 54.79%-46.1pp | 31.71%-23.0pp |
| Employer contribution / active EE | $526 | $637-17.3% | $986-46.6% | $2,471-78.7% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $886 | $2,504-64.6% | $2,858-69.0% | $5,306-83.3% |