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 | $55,184 | $96,557-42.8% | $80,975-31.9% | $273,961-79.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -7.80% | 15.14%-22.9pp | 17.10%-24.9pp | 41.45%-49.3pp |
| Employer contribution / active EE | $5,196 | $4,868+6.7% | $3,714+39.9% | $4,869+6.7% |
| Participant deferral / active EE | $2,511 | $6,598-61.9% | $5,696-55.9% | $5,287-52.5% |
| Admin fee / account holder | $8,883 | $7,492+18.6% | $5,516+61.0% | $10,132-12.3% |