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 | $29,059 | $56,897-48.9% | $84,750-65.7% | $62,891-53.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.80% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,610 | $2,400-32.9% | $3,574-55.0% | $2,281-29.4% |
| Participant deferral / active EE | $3,833 | $2,709+41.5% | $3,712+3.3% | $3,203+19.7% |
| Admin fee / account holder | $1,513 | $3,581-57.8% | $5,332-71.6% | $4,296-64.8% |