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 | $43,965 | $72,177-39.1% | $115,037-61.8% | $59,632-26.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.53% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $1,393 | $2,841-51.0% | $4,608-69.8% | $2,203-36.8% |
| Participant deferral / active EE | $2,205 | $4,783-53.9% | $6,026-63.4% | $3,192-30.9% |
| Admin fee / account holder | $2,403 | $4,927-51.2% | $8,175-70.6% | $4,297-44.1% |