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 | $63,690 | $70,475-9.6% | $100,516-36.6% | $79,858-20.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 9.59% | 21.90%-12.3pp | 30.89%-21.3pp | 31.71%-22.1pp |
| Employer contribution / active EE | $516 | $2,165-76.2% | $3,418-84.9% | $2,471-79.1% |
| Participant deferral / active EE | $4,353 | $5,181-16.0% | $6,270-30.6% | $3,740+16.4% |
| Admin fee / account holder | $10,729 | $4,478+139.6% | $8,081+32.8% | $5,306+102.2% |