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 | $40,740 | $63,355-35.7% | $91,989-55.7% | $72,985-44.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 19.07% | 35.35%-16.3pp | 69.02%-50.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,247 | $2,116-41.0% | $3,452-63.9% | $2,440-48.9% |
| Participant deferral / active EE | $5,523 | $4,883+13.1% | $5,923-6.7% | $3,607+53.1% |
| Admin fee / account holder | $9,124 | $4,668+95.5% | $7,743+17.8% | $5,124+78.1% |