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 | $50,561 | $46,869+7.9% | $122,332-58.7% | $70,131-27.9% |
| Participation rate | 85.0% | 58.2%+26.8pp | 71.6%+13.4pp | 69.5%+15.5pp |
| Annual return | 10.34% | 24.22%-13.9pp | 30.27%-19.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,482 | $1,288+15.1% | $4,050-63.4% | $2,342-36.7% |
| Participant deferral / active EE | $2,729 | $2,166+26.0% | $3,287-17.0% | $3,332-18.1% |
| Admin fee / account holder | $9,836 | $3,322+196.1% | $5,478+79.6% | $4,645+111.7% |