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 | $66,451 | $55,706+19.3% | $75,886-12.4% | $72,985-9.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 9.70% | 27.59%-17.9pp | 30.76%-21.1pp | 81.00%-71.3pp |
| Employer contribution / active EE | $2,080 | $1,687+23.3% | $2,500-16.8% | $2,440-14.7% |
| Participant deferral / active EE | $4,305 | $2,634+63.4% | $3,603+19.5% | $3,607+19.3% |
| Admin fee / account holder | $958 | $3,978-75.9% | $5,418-82.3% | $5,124-81.3% |