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 | $62,155 | $72,277-14.0% | $101,248-38.6% | $79,858-22.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.88% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $4,747 | $2,692+76.4% | $3,660+29.7% | $2,471+92.1% |
| Participant deferral / active EE | $2,851 | $3,282-13.1% | $4,370-34.8% | $3,740-23.8% |
| Admin fee / account holder | $2,428 | $4,400-44.8% | $5,945-59.2% | $5,306-54.2% |