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 | $58,922 | $94,338-37.5% | $100,534-41.4% | $142,382-58.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 10.05% | 29.20%-19.2pp | 32.66%-22.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,054 | $4,237-51.5% | $4,346-52.7% | $4,299-52.2% |
| Participant deferral / active EE | $4,093 | $5,934-31.0% | $6,144-33.4% | $6,507-37.1% |
| Admin fee / account holder | $1,605 | $8,421-80.9% | $7,654-79.0% | $12,624-87.3% |