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 | $44,003 | $70,475-37.6% | $100,516-56.2% | $79,858-44.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 10.17% | 21.90%-11.7pp | 30.89%-20.7pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,065 | $2,165-50.8% | $3,418-68.8% | $2,471-56.9% |
| Participant deferral / active EE | $2,366 | $5,181-54.3% | $6,270-62.3% | $3,740-36.7% |
| Admin fee / account holder | $6,254 | $4,478+39.6% | $8,081-22.6% | $5,306+17.9% |