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 | $62,999 | $45,035+39.9% | $62,9950% | $70,131-10.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.27% | 18.76%-8.5pp | 87.57%-77.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,026 | $2,051-1.2% | $2,759-26.5% | $2,342-13.5% |
| Participant deferral / active EE | $2,653 | $2,465+7.6% | $3,329-20.3% | $3,332-20.4% |
| Admin fee / account holder | $2,440 | $2,834-13.9% | $3,600-32.2% | $4,645-47.5% |