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 | $62,436 | $127,065-50.9% | $113,168-44.8% | $142,382-56.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.03% | 24.03%-16.0pp | 24.27%-16.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,045 | $3,442-69.7% | $2,975-64.9% | $4,299-75.7% |
| Participant deferral / active EE | $2,046 | $5,716-64.2% | $5,107-59.9% | $6,507-68.6% |
| Admin fee / account holder | $4,081 | $15,736-74.1% | $12,068-66.2% | $12,624-67.7% |