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 | $43,734 | $73,933-40.8% | $96,683-54.8% | $75,163-41.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 5.86% | 26.70%-20.8pp | 35.69%-29.8pp | 160.62%-154.8pp |
| Employer contribution / active EE | $3,110 | $2,928+6.2% | $3,737-16.8% | $2,670+16.5% |
| Participant deferral / active EE | $7,048 | $3,659+92.7% | $4,878+44.5% | $4,125+70.9% |
| Admin fee / account holder | $1,570 | $5,216-69.9% | $6,730-76.7% | $5,651-72.2% |