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 | $43,357 | $48,076-9.8% | $78,689-44.9% | $62,891-31.1% |
| Participation rate | 81.3% | 65.2%+16.0pp | 73.6%+7.7pp | 69.3%+11.9pp |
| Annual return | 0.63% | 31.35%-30.7pp | 62.18%-61.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $509 | $2,015-74.7% | $2,851-82.1% | $2,281-77.7% |
| Participant deferral / active EE | $1,997 | $2,588-22.8% | $3,517-43.2% | $3,203-37.7% |
| Admin fee / account holder | $389 | $3,207-87.9% | $4,510-91.4% | $4,296-91.0% |