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 | $43,487 | $81,460-46.6% | $103,333-57.9% | $80,856-46.2% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.6%+16.2pp |
| Annual return | 10.38% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,917 | $3,105-6.1% | $3,868-24.6% | $2,755+5.9% |
| Participant deferral / active EE | $1,876 | $3,869-51.5% | $5,057-62.9% | $4,296-56.3% |
| Admin fee / account holder | $17,730 | $6,566+170.0% | $8,355+112.2% | $6,918+156.3% |