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 | $121,050 | $99,341+21.9% | $84,750+42.8% | $273,961-55.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.17% | 22.93%-25.1pp | 22.78%-25.0pp | 41.45%-43.6pp |
| Employer contribution / active EE | $10,123 | $4,214+140.2% | $3,574+183.2% | $4,869+107.9% |
| Participant deferral / active EE | $6,051 | $4,269+41.7% | $3,712+63.0% | $5,287+14.4% |
| Admin fee / account holder | $1,554 | $6,644-76.6% | $5,332-70.9% | $10,132-84.7% |