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 | $57,758 | $68,547-15.7% | $120,354-52.0% | $80,856-28.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 8.06% | 23.60%-15.5pp | 107.15%-99.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,106 | $2,051+2.6% | $3,463-39.2% | $2,755-23.6% |
| Participant deferral / active EE | $2,649 | $3,173-16.5% | $4,991-46.9% | $4,296-38.3% |
| Admin fee / account holder | $2,601 | $5,732-54.6% | $9,423-72.4% | $6,918-62.4% |