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 | $44,499 | $86,929-48.8% | $102,423-56.6% | $80,856-45.0% |
| Participation rate | 96.2% | 72.4%+23.9pp | 76.5%+19.7pp | 67.6%+28.6pp |
| Annual return | 10.33% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,078 | $2,369-12.3% | $3,023-31.3% | $2,755-24.6% |
| Participant deferral / active EE | $2,293 | $4,118-44.3% | $5,053-54.6% | $4,296-46.6% |
| Admin fee / account holder | $1,955 | $8,049-75.7% | $9,451-79.3% | $6,918-71.7% |