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 | $38,214 | $90,503-57.8% | $78,689-51.4% | $273,961-86.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 1.66% | 75.60%-73.9pp | 62.18%-60.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,874 | $3,176-41.0% | $2,851-34.2% | $4,869-61.5% |
| Participant deferral / active EE | $2,286 | $3,901-41.4% | $3,517-35.0% | $5,287-56.8% |
| Admin fee / account holder | $17,721 | $5,263+236.7% | $4,510+292.9% | $10,132+74.9% |