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 | $38,035 | $65,365-41.8% | $92,893-59.1% | $72,985-47.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.19% | 42.10%-39.9pp | 109.41%-107.2pp | 81.00%-78.8pp |
| Employer contribution / active EE | $2,943 | $2,594+13.5% | $3,653-19.4% | $2,440+20.6% |
| Participant deferral / active EE | $4,011 | $3,128+28.2% | $4,236-5.3% | $3,607+11.2% |
| Admin fee / account holder | $1,774 | $4,251-58.3% | $5,794-69.4% | $5,124-65.4% |