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 | $54,763 | $49,791+10.0% | $78,210-30.0% | $70,131-21.9% |
| Participation rate | 97.5% | 62.3%+35.2pp | 68.7%+28.8pp | 69.5%+28.0pp |
| Annual return | 11.11% | 20.75%-9.6pp | 40.90%-29.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $4,730 | $1,430+230.9% | $2,034+132.6% | $2,342+101.9% |
| Participant deferral / active EE | $2,458 | $2,150+14.3% | $2,823-12.9% | $3,332-26.2% |
| Admin fee / account holder | $5,278 | $3,181+65.9% | $3,758+40.4% | $4,645+13.6% |