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 | $67,962 | $56,897+19.4% | $84,750-19.8% | $62,891+8.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.45% | 6.30%-5.9pp | 22.78%-22.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $768 | $2,400-68.0% | $3,574-78.5% | $2,281-66.3% |
| Participant deferral / active EE | $3,521 | $2,709+30.0% | $3,712-5.1% | $3,203+9.9% |
| Admin fee / account holder | $2,016 | $3,581-43.7% | $5,332-62.2% | $4,296-53.1% |