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 | $56,351 | $43,075+30.8% | $74,583-24.4% | $62,891-10.4% |
| Participation rate | 88.5% | 58.1%+30.4pp | 68.1%+20.3pp | 69.3%+19.2pp |
| Annual return | -1.39% | 17.50%-18.9pp | 20.47%-21.9pp | 20.14%-21.5pp |
| Employer contribution / active EE | $907 | $1,498-39.4% | $2,525-64.1% | $2,281-60.2% |
| Participant deferral / active EE | $2,702 | $2,389+13.1% | $3,458-21.9% | $3,203-15.6% |
| Admin fee / account holder | $2,841 | $2,8400% | $4,138-31.3% | $4,296-33.9% |