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 | $135,666 | $181,894-25.4% | $156,549-13.3% | $273,961-50.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.83% | 30.74%-29.9pp | 32.23%-31.4pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,720 | $6,248-72.5% | $5,501-68.7% | $4,869-64.7% |
| Participant deferral / active EE | $6,550 | $5,550+18.0% | $4,871+34.5% | $5,287+23.9% |
| Admin fee / account holder | $40,741 | $15,559+161.8% | $13,027+212.7% | $10,132+302.1% |