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 | $41,059 | $80,968-49.3% | $96,544-57.5% | $75,163-45.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.03% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,914 | $2,282-16.1% | $2,965-35.4% | $2,670-28.3% |
| Participant deferral / active EE | $3,069 | $3,928-21.9% | $4,851-36.7% | $4,125-25.6% |
| Admin fee / account holder | $5,667 | $6,724-15.7% | $8,252-31.3% | $5,651+0.3% |