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 | $47,042 | $65,395-28.1% | $182,532-74.2% | $72,985-35.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 16.76% | 27.68%-10.9pp | 148.54%-131.8pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,781 | $1,911+45.5% | $4,076-31.8% | $2,440+14.0% |
| Participant deferral / active EE | $1,899 | $3,563-46.7% | $5,524-65.6% | $3,607-47.4% |
| Admin fee / account holder | $2,853 | $4,245-32.8% | $8,592-66.8% | $5,124-44.3% |