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 | $70,443 | $88,707-20.6% | $74,183-5.0% | $273,961-74.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.25% | 11.94%-10.7pp | 17.74%-16.5pp | 41.45%-40.2pp |
| Employer contribution / active EE | $9,114 | $3,159+188.5% | $2,370+284.6% | $4,869+87.2% |
| Participant deferral / active EE | $7,265 | $4,212+72.5% | $3,550+104.7% | $5,287+37.4% |
| Admin fee / account holder | $833 | $8,717-90.4% | $5,586-85.1% | $10,132-91.8% |