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 9-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 | $67,695 | $53,777+25.9% | $134,143-49.5% | $79,858-15.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.00% | 19.01%-15.0pp | 36.33%-32.3pp | 31.71%-27.7pp |
| Employer contribution / active EE | $3,718 | $1,321+181.4% | $3,704+0.4% | $2,471+50.5% |
| Participant deferral / active EE | $3,482 | $2,420+43.9% | $3,499-0.5% | $3,740-6.9% |
| Admin fee / account holder | $15,107 | $3,984+279.2% | $6,684+126.0% | $5,306+184.7% |