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 | $58,636 | $118,450-50.5% | $98,439-40.4% | $139,434-57.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.48% | 18.94%-11.5pp | 21.16%-13.7pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,119 | $3,609-41.3% | $3,048-30.5% | $4,751-55.4% |
| Participant deferral / active EE | $5,717 | $5,392+6.0% | $4,738+20.7% | $6,710-14.8% |
| Admin fee / account holder | $2,310 | $14,026-83.5% | $8,948-74.2% | $11,403-79.7% |