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 | $65,184 | $72,492-10.1% | $87,100-25.2% | $72,985-10.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.55% | 24.46%-20.9pp | 28.19%-24.6pp | 81.00%-77.5pp |
| Employer contribution / active EE | $2,400 | $1,894+26.7% | $2,521-4.8% | $2,440-1.7% |
| Participant deferral / active EE | $2,257 | $3,270-31.0% | $4,049-44.3% | $3,607-37.4% |
| Admin fee / account holder | $1,911 | $5,055-62.2% | $7,497-74.5% | $5,124-62.7% |