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 | $86,661 | $72,277+19.9% | $101,248-14.4% | $79,858+8.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.64% | 22.30%-13.7pp | 46.47%-37.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,883 | $2,692-30.1% | $3,660-48.6% | $2,471-23.8% |
| Participant deferral / active EE | $4,510 | $3,282+37.4% | $4,370+3.2% | $3,740+20.6% |
| Admin fee / account holder | $1,299 | $4,400-70.5% | $5,945-78.2% | $5,306-75.5% |