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 | $31,227 | $78,926-60.4% | $136,749-77.2% | $84,808-63.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 12.12% | 18.17%-6.0pp | 24.33%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,772 | $2,134-16.9% | $3,400-47.9% | $2,631-32.6% |
| Participant deferral / active EE | $2,125 | $3,168-32.9% | $4,692-54.7% | $4,212-49.5% |
| Admin fee / account holder | $6,280 | $6,369-1.4% | $11,386-44.8% | $7,344-14.5% |