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 | $45,962 | $80,968-43.2% | $96,544-52.4% | $75,163-38.9% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 12.46% | 27.06%-14.6pp | 25.84%-13.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,778 | $2,282+21.7% | $2,965-6.3% | $2,670+4.0% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,590 | $6,724-76.4% | $8,252-80.7% | $5,651-71.9% |