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 | $53,305 | $54,762-2.7% | $90,281-41.0% | $72,985-27.0% |
| Participation rate | 98.3% | 65.1%+33.2pp | 73.3%+25.1pp | 69.5%+28.8pp |
| Annual return | 6.95% | 30.63%-23.7pp | 78.10%-71.1pp | 81.00%-74.0pp |
| Employer contribution / active EE | $4,148 | $2,092+98.2% | $2,854+45.3% | $2,440+70.0% |
| Participant deferral / active EE | $2,735 | $2,887-5.3% | $3,885-29.6% | $3,607-24.2% |
| Admin fee / account holder | $1,684 | $3,972-57.6% | $5,351-68.5% | $5,124-67.1% |