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 | $51,612 | $62,573-17.5% | $85,682-39.8% | $85,850-39.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.10% | 23.77%-13.7pp | 21.49%-11.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,660 | $1,757-5.5% | $2,618-36.6% | $2,565-35.3% |
| Participant deferral / active EE | $3,428 | $2,802+22.3% | $3,923-12.6% | $3,952-13.3% |
| Admin fee / account holder | $7,463 | $4,640+60.8% | $6,873+8.6% | $6,260+19.2% |