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 | $95,724 | $83,477+14.7% | $125,175-23.5% | $72,985+31.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 14.98% | 25.78%-10.8pp | 43.79%-28.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $1,301 | $2,345-44.5% | $3,865-66.3% | $2,440-46.7% |
| Participant deferral / active EE | $2,356 | $3,585-34.3% | $4,937-52.3% | $3,607-34.7% |
| Admin fee / account holder | $943 | $5,517-82.9% | $9,702-90.3% | $5,124-81.6% |