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 | $47,573 | $72,277-34.2% | $101,248-53.0% | $79,858-40.4% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 5.35% | 22.30%-16.9pp | 46.47%-41.1pp | 31.71%-26.4pp |
| Employer contribution / active EE | $4,980 | $2,692+85.0% | $3,660+36.1% | $2,471+101.6% |
| Participant deferral / active EE | $3,113 | $3,282-5.1% | $4,370-28.8% | $3,740-16.8% |
| Admin fee / account holder | $375 | $4,400-91.5% | $5,945-93.7% | $5,306-92.9% |