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 | $51,400 | $80,717-36.3% | $154,803-66.8% | $84,808-39.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.86% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,755 | $2,761-36.4% | $4,305-59.2% | $2,631-33.3% |
| Participant deferral / active EE | $2,265 | $3,303-31.4% | $5,540-59.1% | $4,212-46.2% |
| Admin fee / account holder | $1,396 | $6,746-79.3% | $14,329-90.3% | $7,344-81.0% |