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 | $56,856 | $99,341-42.8% | $84,750-32.9% | $273,961-79.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.37% | 22.93%-23.3pp | 22.78%-23.1pp | 41.45%-41.8pp |
| Employer contribution / active EE | $4,620 | $4,214+9.6% | $3,574+29.3% | $4,869-5.1% |
| Participant deferral / active EE | $7,973 | $4,269+86.7% | $3,712+114.8% | $5,287+50.8% |
| Admin fee / account holder | $1,949 | $6,644-70.7% | $5,332-63.4% | $10,132-80.8% |