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 | $26,325 | $65,365-59.7% | $92,893-71.7% | $72,985-63.9% |
| Participation rate | 95.7% | 68.3%+27.4pp | 76.0%+19.7pp | 69.5%+26.3pp |
| Annual return | 0.24% | 42.10%-41.9pp | 109.41%-109.2pp | 81.00%-80.8pp |
| Employer contribution / active EE | $3,681 | $2,594+41.9% | $3,653+0.8% | $2,440+50.9% |
| Participant deferral / active EE | $1,809 | $3,128-42.2% | $4,236-57.3% | $3,607-49.8% |
| Admin fee / account holder | $402 | $4,251-90.5% | $5,794-93.1% | $5,124-92.2% |