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 | $45,406 | $73,933-38.6% | $96,683-53.0% | $75,163-39.6% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 10.81% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $2,574 | $2,928-12.1% | $3,737-31.1% | $2,670-3.6% |
| Participant deferral / active EE | $2,828 | $3,659-22.7% | $4,878-42.0% | $4,125-31.4% |
| Admin fee / account holder | $4,904 | $5,216-6.0% | $6,730-27.1% | $5,651-13.2% |