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 | $65,807 | $43,075+52.8% | $74,583-11.8% | $62,891+4.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 2.54% | 17.50%-15.0pp | 20.47%-17.9pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,096 | $1,498-26.8% | $2,525-56.6% | $2,281-51.9% |
| Participant deferral / active EE | $1,714 | $2,389-28.3% | $3,458-50.4% | $3,203-46.5% |
| Admin fee / account holder | $2,149 | $2,840-24.3% | $4,138-48.1% | $4,296-50.0% |