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 | $93,718 | $69,977+33.9% | $108,579-13.7% | $62,891+49.0% |
| Participation rate | 90.5% | 72.9%+17.6pp | 79.6%+10.9pp | 69.3%+21.2pp |
| Annual return | 2.52% | 10.73%-8.2pp | -51.70%+54.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,940 | $3,165-38.7% | $4,311-55.0% | $3,203-39.4% |
| Admin fee / account holder | $2,304 | $5,076-54.6% | $7,645-69.9% | $4,296-46.4% |