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 | $30,553 | $81,460-62.5% | $103,333-70.4% | $80,856-62.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.91% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,174 | $3,105-30.0% | $3,868-43.8% | $2,755-21.1% |
| Participant deferral / active EE | $2,505 | $3,869-35.2% | $5,057-50.5% | $4,296-41.7% |
| Admin fee / account holder | $1,556 | $6,566-76.3% | $8,355-81.4% | $6,918-77.5% |