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 | $55,043 | $95,266-42.2% | $82,389-33.2% | $142,382-61.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.75% | 25.74%-16.0pp | 28.67%-18.9pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,359 | $2,991-21.1% | $2,517-6.3% | $4,299-45.1% |
| Participant deferral / active EE | $1,857 | $4,809-61.4% | $4,155-55.3% | $6,507-71.5% |
| Admin fee / account holder | $3,337 | $8,563-61.0% | $7,231-53.8% | $12,624-73.6% |