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 | $44,077 | $57,065-22.8% | $75,670-41.8% | $70,131-37.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 11.14% | 23.57%-12.4pp | 27.34%-16.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,286 | $1,817+25.8% | $2,352-2.8% | $2,342-2.4% |
| Participant deferral / active EE | $2,203 | $2,580-14.6% | $3,142-29.9% | $3,332-33.9% |
| Admin fee / account holder | $18,979 | $3,825+396.2% | $5,800+227.2% | $4,645+308.6% |