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 | $55,190 | $73,933-25.4% | $96,683-42.9% | $75,163-26.6% |
| Participation rate | 72.9% | 66.4%+6.4pp | 74.3%-1.5pp | 67.2%+5.7pp |
| Annual return | 11.06% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,085 | $2,928-28.8% | $3,737-44.2% | $2,670-21.9% |
| Participant deferral / active EE | $2,237 | $3,659-38.9% | $4,878-54.2% | $4,125-45.8% |
| Admin fee / account holder | $341 | $5,216-93.5% | $6,730-94.9% | $5,651-94.0% |