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 | $72,938 | $109,881-33.6% | $150,045-51.4% | $84,808-14.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 5.15% | 28.25%-23.1pp | 62.55%-57.4pp | 40.90%-35.7pp |
| Employer contribution / active EE | $3,694 | $3,561+3.7% | $4,693-21.3% | $2,631+40.4% |
| Participant deferral / active EE | $4,151 | $6,636-37.5% | $7,997-48.1% | $4,212-1.4% |
| Admin fee / account holder | $3,391 | $8,568-60.4% | $13,435-74.8% | $7,344-53.8% |