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 | $45,300 | $52,279-13.4% | $89,391-49.3% | $79,858-43.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.95% | 22.16%-11.2pp | 245.62%-234.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,782 | $1,572+13.4% | $2,586-31.1% | $2,471-27.9% |
| Participant deferral / active EE | $3,297 | $2,740+20.3% | $3,890-15.2% | $3,740-11.8% |
| Admin fee / account holder | $1,281 | $3,356-61.8% | $4,881-73.8% | $5,306-75.9% |