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 | $16,382 | $58,577-72.0% | $83,333-80.3% | $64,186-74.5% |
| Participation rate | 90.3% | 72.0%+18.3pp | 77.8%+12.6pp | 69.6%+20.8pp |
| Annual return | -8.19% | 9.65%-17.8pp | 10.63%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,938 | $2,098-7.7% | $3,379-42.7% | $2,381-18.6% |
| Participant deferral / active EE | $3,475 | $4,654-25.3% | $5,565-37.6% | $3,470+0.1% |
| Admin fee / account holder | $3,769 | $9,275-59.4% | $7,510-49.8% | $4,888-22.9% |