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 | $50,018 | $127,065-60.6% | $113,168-55.8% | $142,382-64.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.82% | 24.03%-14.2pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,359 | $3,442-31.5% | $2,975-20.7% | $4,299-45.1% |
| Participant deferral / active EE | $3,334 | $5,716-41.7% | $5,107-34.7% | $6,507-48.8% |
| Admin fee / account holder | $1,705 | $15,736-89.2% | $12,068-85.9% | $12,624-86.5% |