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 | $22,595 | $46,553-51.5% | $64,056-64.7% | $75,163-69.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.07% | 26.03%-15.0pp | 33.69%-22.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,469 | $1,974-25.6% | $2,747-46.5% | $2,670-45.0% |
| Participant deferral / active EE | $2,056 | $2,837-27.5% | $3,880-47.0% | $4,125-50.2% |
| Admin fee / account holder | $5,062 | $2,952+71.5% | $3,068+65.0% | $5,651-10.4% |