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 | $59,915 | $54,762+9.4% | $90,281-33.6% | $72,985-17.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 6.61% | 30.63%-24.0pp | 78.10%-71.5pp | 81.00%-74.4pp |
| Employer contribution / active EE | $2,069 | $2,092-1.1% | $2,854-27.5% | $2,440-15.2% |
| Participant deferral / active EE | $1,280 | $2,887-55.7% | $3,885-67.1% | $3,607-64.5% |
| Admin fee / account holder | $2,795 | $3,972-29.6% | $5,351-47.8% | $5,124-45.5% |