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 | $20,300 | $58,523-65.3% | $99,443-79.6% | $72,985-72.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 5.83% | 28.51%-22.7pp | 30.72%-24.9pp | 81.00%-75.2pp |
| Employer contribution / active EE | $3,607 | $1,512+138.6% | $2,540+42.0% | $2,440+47.8% |
| Participant deferral / active EE | $1,627 | $2,606-37.6% | $3,619-55.1% | $3,607-54.9% |
| Admin fee / account holder | $3,065 | $4,102-25.3% | $6,250-51.0% | $5,124-40.2% |