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 | $64,629 | $72,277-10.6% | $101,248-36.2% | $79,858-19.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.80% | 22.30%-18.5pp | 46.47%-42.7pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,596 | $2,692-3.6% | $3,660-29.1% | $2,471+5.1% |
| Participant deferral / active EE | $2,673 | $3,282-18.5% | $4,370-38.8% | $3,740-28.5% |
| Admin fee / account holder | $26,023 | $4,400+491.4% | $5,945+337.7% | $5,306+390.4% |