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 | $91,176 | $149,734-39.1% | $118,925-23.3% | $158,922-42.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.54% | 19.95%-16.4pp | 35.88%-32.3pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,308 | $4,115-68.2% | $3,263-59.9% | $4,761-72.5% |
| Participant deferral / active EE | $2,889 | $5,223-44.7% | $4,265-32.3% | $5,982-51.7% |
| Admin fee / account holder | $1,025 | $8,603-88.1% | $6,581-84.4% | $11,246-90.9% |