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 | $77,488 | $72,492+6.9% | $87,100-11.0% | $72,985+6.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.27% | 24.46%-18.2pp | 28.19%-21.9pp | 81.00%-74.7pp |
| Employer contribution / active EE | $2,846 | $1,894+50.3% | $2,521+12.9% | $2,440+16.6% |
| Participant deferral / active EE | $4,044 | $3,270+23.7% | $4,049-0.1% | $3,607+12.1% |
| Admin fee / account holder | $3,478 | $5,055-31.2% | $7,497-53.6% | $5,124-32.1% |