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 | $36,514 | $181,894-79.9% | $156,549-76.7% | $273,961-86.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.20% | 30.74%-30.9pp | 32.23%-32.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $2,384 | $6,248-61.8% | $5,501-56.7% | $4,869-51.0% |
| Participant deferral / active EE | $7,022 | $5,550+26.5% | $4,871+44.2% | $5,287+32.8% |
| Admin fee / account holder | $1,392 | $15,559-91.1% | $13,027-89.3% | $10,132-86.3% |