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 | $72,428 | $58,828+23.1% | $77,999-7.1% | $62,891+15.2% |
| Participation rate | 80.5% | 71.1%+9.4pp | 75.5%+5.0pp | 69.3%+11.2pp |
| Annual return | -0.94% | 17.16%-18.1pp | 425.96%-426.9pp | 20.14%-21.1pp |
| Employer contribution / active EE | $1,052 | $1,672-37.0% | $2,470-57.4% | $2,281-53.9% |
| Participant deferral / active EE | $2,577 | $2,686-4.1% | $3,497-26.3% | $3,203-19.6% |
| Admin fee / account holder | $687 | $4,393-84.4% | $5,480-87.5% | $4,296-84.0% |