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 | $43,328 | $81,446-46.8% | $103,374-58.1% | $80,874-46.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.16% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $875 | $3,107-71.8% | $3,869-77.4% | $2,756-68.2% |
| Participant deferral / active EE | $3,222 | $3,870-16.7% | $5,058-36.3% | $4,297-25.0% |
| Admin fee / account holder | $2,039 | $6,715-69.6% | $8,394-75.7% | $6,935-70.6% |