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 | $49,973 | $57,828-13.6% | $117,039-57.3% | $70,131-28.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 9.02% | 17.55%-8.5pp | 18.95%-9.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $3,192 | $1,816+75.8% | $3,785-15.7% | $2,342+36.3% |
| Participant deferral / active EE | $4,291 | $2,438+76.0% | $3,929+9.2% | $3,332+28.8% |
| Admin fee / account holder | $1,292 | $3,548-63.6% | $5,974-78.4% | $4,645-72.2% |