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 | $53,215 | $83,477-36.3% | $125,175-57.5% | $72,985-27.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 14.74% | 25.78%-11.0pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $5,534 | $2,345+136.0% | $3,865+43.2% | $2,440+126.8% |
| Participant deferral / active EE | $2,298 | $3,585-35.9% | $4,937-53.4% | $3,607-36.3% |
| Admin fee / account holder | $1,044 | $5,517-81.1% | $9,702-89.2% | $5,124-79.6% |