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 | $78,926-18.7% | $136,749-53.1% | $84,808-24.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.48% | 18.17%-6.7pp | 24.33%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $6,945 | $2,134+225.4% | $3,400+104.3% | $2,631+164.0% |
| Participant deferral / active EE | $3,169 | $3,1680% | $4,692-32.5% | $4,212-24.8% |
| Admin fee / account holder | $1,348 | $6,369-78.8% | $11,386-88.2% | $7,344-81.6% |