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 5-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 | $54,102 | $94,752-42.9% | $112,887-52.1% | $139,434-61.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.77% | 40.88%-33.1pp | 34.10%-26.3pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,006 | $4,625-56.6% | $4,563-56.0% | $4,751-57.8% |
| Participant deferral / active EE | $3,734 | $6,512-42.7% | $6,513-42.7% | $6,710-44.4% |
| Admin fee / account holder | $1,836 | $8,527-78.5% | $7,047-74.0% | $11,403-83.9% |