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 | $57,112 | $69,977-18.4% | $108,579-47.4% | $62,891-9.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.23% | 10.73%-7.5pp | -51.70%+54.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $13,344 | $2,135+525.0% | $3,758+255.1% | $2,281+485.0% |
| Participant deferral / active EE | $4,028 | $3,165+27.3% | $4,311-6.6% | $3,203+25.8% |
| Admin fee / account holder | $574 | $5,076-88.7% | $7,645-92.5% | $4,296-86.6% |