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 | $33,523 | $65,365-48.7% | $92,893-63.9% | $72,985-54.1% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 2.95% | 42.10%-39.2pp | 109.41%-106.5pp | 81.00%-78.1pp |
| Employer contribution / active EE | $2,371 | $2,594-8.6% | $3,653-35.1% | $2,440-2.8% |
| Participant deferral / active EE | $1,320 | $3,128-57.8% | $4,236-68.8% | $3,607-63.4% |
| Admin fee / account holder | $1,963 | $4,251-53.8% | $5,794-66.1% | $5,124-61.7% |