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 | $47,687 | $140,940-66.2% | $112,229-57.5% | $139,434-65.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.87% | 32.71%-25.8pp | 30.20%-23.3pp | 372.94%-366.1pp |
| Employer contribution / active EE | $3,896 | $4,283-9.0% | $3,430+13.6% | $4,751-18.0% |
| Participant deferral / active EE | $2,836 | $5,874-51.7% | $4,798-40.9% | $6,710-57.7% |
| Admin fee / account holder | $506 | $9,954-94.9% | $7,748-93.5% | $11,403-95.6% |