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 | $32,067 | $105,630-69.6% | $87,507-63.4% | $273,961-88.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -2.95% | 12.25%-15.2pp | 12.21%-15.2pp | 41.45%-44.4pp |
| Employer contribution / active EE | $2,787 | $3,141-11.3% | $2,550+9.3% | $4,869-42.8% |
| Participant deferral / active EE | $3,123 | $3,601-13.3% | $3,149-0.8% | $5,287-40.9% |
| Admin fee / account holder | $359 | $4,781-92.5% | $4,221-91.5% | $10,132-96.5% |