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 | $41,416 | $79,944-48.2% | $98,439-57.9% | $75,163-44.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.04% | 19.75%-7.7pp | 21.16%-9.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $3,363 | $2,264+48.6% | $3,048+10.3% | $2,670+26.0% |
| Participant deferral / active EE | $4,737 | $3,752+26.3% | $4,7380% | $4,125+14.8% |
| Admin fee / account holder | $1,336 | $6,840-80.5% | $8,948-85.1% | $5,651-76.4% |