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 | $90,639 | $81,460+11.3% | $103,333-12.3% | $80,856+12.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.00% | 25.55%-16.5pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,244 | $3,105-27.7% | $3,868-42.0% | $2,755-18.5% |
| Participant deferral / active EE | $4,970 | $3,869+28.5% | $5,057-1.7% | $4,296+15.7% |
| Admin fee / account holder | $1,567 | $6,566-76.1% | $8,355-81.2% | $6,918-77.4% |