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 | $39,765 | $79,944-50.3% | $98,439-59.6% | $75,163-47.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.69% | 19.75%-8.1pp | 21.16%-9.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $662 | $2,264-70.8% | $3,048-78.3% | $2,670-75.2% |
| Participant deferral / active EE | $2,985 | $3,752-20.4% | $4,738-37.0% | $4,125-27.6% |
| Admin fee / account holder | $852 | $6,840-87.5% | $8,948-90.5% | $5,651-84.9% |