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 | $98,987 | $78,926+25.4% | $136,749-27.6% | $84,808+16.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 9.17% | 18.17%-9.0pp | 24.33%-15.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,717 | $2,134-19.6% | $3,400-49.5% | $2,631-34.8% |
| Participant deferral / active EE | $2,916 | $3,168-8.0% | $4,692-37.9% | $4,212-30.8% |
| Admin fee / account holder | $6,232 | $6,369-2.2% | $11,386-45.3% | $7,344-15.1% |