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 | $54,250 | $45,035+20.5% | $62,995-13.9% | $70,131-22.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.13% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $731 | $2,051-64.4% | $2,759-73.5% | $2,342-68.8% |
| Participant deferral / active EE | $1,777 | $2,465-27.9% | $3,329-46.6% | $3,332-46.7% |
| Admin fee / account holder | $799 | $2,834-71.8% | $3,600-77.8% | $4,645-82.8% |