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 | $64,160 | $77,896-17.6% | $134,172-52.2% | $82,448-22.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 11.48% | 18.21%-6.7pp | 25.30%-13.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $6,945 | $2,159+221.7% | $3,420+103.1% | $2,551+172.3% |
| Participant deferral / active EE | $3,169 | $3,162+0.2% | $4,690-32.4% | $4,139-23.4% |
| Admin fee / account holder | $1,348 | $6,336-78.7% | $12,016-88.8% | $7,234-81.4% |