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 | $42,210 | $73,933-42.9% | $96,683-56.3% | $75,163-43.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.77% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,476 | $2,928+18.7% | $3,737-7.0% | $2,670+30.2% |
| Participant deferral / active EE | $4,022 | $3,659+9.9% | $4,878-17.6% | $4,125-2.5% |
| Admin fee / account holder | $518 | $5,216-90.1% | $6,730-92.3% | $5,651-90.8% |