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 | $94,247 | $63,764+47.8% | $81,930+15.0% | $79,858+18.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 9.82% | 22.66%-12.8pp | 29.49%-19.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,711 | $1,795-4.7% | $4,310-60.3% | $2,471-30.8% |
| Participant deferral / active EE | $1,734 | $2,780-37.6% | $7,107-75.6% | $3,740-53.6% |
| Admin fee / account holder | $1,701 | $4,426-61.6% | $5,158-67.0% | $5,306-67.9% |