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 | $46,668 | $76,552-39.0% | $123,892-62.3% | $62,891-25.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.40% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,097 | $2,883-27.2% | $4,617-54.6% | $2,281-8.1% |
| Participant deferral / active EE | $3,702 | $4,840-23.5% | $5,984-38.1% | $3,203+15.6% |
| Admin fee / account holder | $1,804 | $4,826-62.6% | $8,357-78.4% | $4,296-58.0% |