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 | $77,082 | $49,227+56.6% | $70,449+9.4% | $79,858-3.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.25% | 30.06%-26.8pp | 109.03%-105.8pp | 31.71%-28.5pp |
| Employer contribution / active EE | $2,689 | $2,099+28.1% | $2,737-1.8% | $2,471+8.8% |
| Participant deferral / active EE | $1,777 | $2,768-35.8% | $3,709-52.1% | $3,740-52.5% |
| Admin fee / account holder | $7,937 | $2,878+175.8% | $3,845+106.4% | $5,306+49.6% |