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 | $47,680 | $69,977-31.9% | $108,579-56.1% | $62,891-24.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -2.33% | 10.73%-13.1pp | -51.70%+49.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,328 | $2,135-37.8% | $3,758-64.7% | $2,281-41.8% |
| Participant deferral / active EE | $2,657 | $3,165-16.1% | $4,311-38.4% | $3,203-17.1% |
| Admin fee / account holder | $2,123 | $5,076-58.2% | $7,645-72.2% | $4,296-50.6% |