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 | $34,264 | $81,446-57.9% | $103,374-66.9% | $80,874-57.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.28% | 25.57%-15.3pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,229 | $3,107-28.2% | $3,869-42.4% | $2,756-19.1% |
| Participant deferral / active EE | $3,295 | $3,870-14.9% | $5,058-34.9% | $4,297-23.3% |
| Admin fee / account holder | $699 | $6,715-89.6% | $8,394-91.7% | $6,935-89.9% |