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 | $65,430 | $96,557-32.2% | $80,975-19.2% | $273,961-76.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.51% | 15.14%-13.6pp | 17.10%-15.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $5,755 | $4,868+18.2% | $3,714+55.0% | $4,869+18.2% |
| Participant deferral / active EE | $12,533 | $6,598+90.0% | $5,696+120.0% | $5,287+137.1% |
| Admin fee / account holder | $850 | $7,492-88.7% | $5,516-84.6% | $10,132-91.6% |