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 | $44,484 | $123,793-64.1% | $177,821-75.0% | $79,858-44.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.17% | 22.82%-22.6pp | 48.32%-48.2pp | 31.71%-31.5pp |
| Employer contribution / active EE | $2,923 | $4,095-28.6% | $5,918-50.6% | $2,471+18.3% |
| Participant deferral / active EE | $2,974 | $5,956-50.1% | $7,714-61.5% | $3,740-20.5% |
| Admin fee / account holder | $1,664 | $7,243-77.0% | $12,427-86.6% | $5,306-68.6% |