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 | $41,642 | $54,762-24.0% | $90,281-53.9% | $72,985-42.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.85% | 30.63%-16.8pp | 78.10%-64.2pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,743 | $2,092-16.7% | $2,854-38.9% | $2,440-28.6% |
| Participant deferral / active EE | $1,367 | $2,887-52.7% | $3,885-64.8% | $3,607-62.1% |
| Admin fee / account holder | $1,224 | $3,972-69.2% | $5,351-77.1% | $5,124-76.1% |