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 | $49,487 | $73,638-32.8% | $95,952-48.4% | $73,488-32.7% |
| Participation rate | 74.8% | 76.2%-1.4pp | 77.1%-2.3pp | 70.7%+4.1pp |
| Annual return | 10.66% | 16.78%-6.1pp | 91.61%-81.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $1,129 | $1,863-39.4% | $2,541-55.6% | $2,270-50.3% |
| Participant deferral / active EE | $1,908 | $3,617-47.3% | $4,167-54.2% | $3,740-49.0% |
| Admin fee / account holder | $7,058 | $482+1363.9% | $6,795+3.9% | $513+1275.6% |