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 | $34,529 | $72,277-52.2% | $101,248-65.9% | $79,858-56.8% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | 4.84% | 22.30%-17.5pp | 46.47%-41.6pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,005 | $2,692-62.7% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $2,981 | $3,282-9.2% | $4,370-31.8% | $3,740-20.3% |
| Admin fee / account holder | $6,453 | $4,400+46.7% | $5,945+8.5% | $5,306+21.6% |