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 | $64,444 | $45,035+43.1% | $62,995+2.3% | $70,131-8.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.23% | 18.76%-8.5pp | 87.57%-77.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $3,716 | $2,051+81.1% | $2,759+34.7% | $2,342+58.6% |
| Participant deferral / active EE | $3,892 | $2,465+57.9% | $3,329+16.9% | $3,332+16.8% |
| Admin fee / account holder | $537 | $2,834-81.0% | $3,600-85.1% | $4,645-88.4% |