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 | $41,684 | $56,053-25.6% | $75,972-45.1% | $80,856-48.4% |
| Participation rate | 76.5% | 62.0%+14.4pp | 69.1%+7.4pp | 67.6%+8.8pp |
| Annual return | 8.39% | 20.53%-12.1pp | 359.55%-351.2pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,846 | $1,874-1.5% | $2,685-31.2% | $2,755-33.0% |
| Participant deferral / active EE | $2,894 | $3,052-5.2% | $4,255-32.0% | $4,296-32.6% |
| Admin fee / account holder | $848 | $5,234-83.8% | $6,467-86.9% | $6,918-87.7% |