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 | $51,541 | $109,881-53.1% | $150,045-65.6% | $84,808-39.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 6.87% | 28.25%-21.4pp | 62.55%-55.7pp | 40.90%-34.0pp |
| Employer contribution / active EE | $2,012 | $3,561-43.5% | $4,693-57.1% | $2,631-23.5% |
| Participant deferral / active EE | $4,553 | $6,636-31.4% | $7,997-43.1% | $4,212+8.1% |
| Admin fee / account holder | $8,049 | $8,568-6.1% | $13,435-40.1% | $7,344+9.6% |