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 | $27,600 | $52,279-47.2% | $89,391-69.1% | $79,858-65.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 5.12% | 22.16%-17.0pp | 245.62%-240.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $811 | $1,572-48.4% | $2,586-68.6% | $2,471-67.2% |
| Participant deferral / active EE | $3,077 | $2,740+12.3% | $3,890-20.9% | $3,740-17.7% |
| Admin fee / account holder | $3,609 | $3,356+7.5% | $4,881-26.1% | $5,306-32.0% |