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 | $75,595 | $95,803-21.1% | $113,168-33.2% | $84,808-10.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.47% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,306 | $2,360-2.3% | $2,975-22.5% | $2,631-12.4% |
| Participant deferral / active EE | $4,194 | $4,242-1.1% | $5,107-17.9% | $4,212-0.4% |
| Admin fee / account holder | $793 | $8,989-91.2% | $12,068-93.4% | $7,344-89.2% |