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 | $32,451 | $65,685-50.6% | $57,179-43.2% | $273,961-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.45% | 21.99%-23.4pp | 14.59%-16.0pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,253 | $3,279-61.8% | $2,682-53.3% | $4,869-74.3% |
| Participant deferral / active EE | $5,433 | $3,782+43.7% | $3,096+75.5% | $5,287+2.8% |
| Admin fee / account holder | $3,148 | $4,835-34.9% | $3,139+0.3% | $10,132-68.9% |