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 | $46,014 | $181,894-74.7% | $156,549-70.6% | $273,961-83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.41% | 30.74%-32.2pp | 32.23%-33.6pp | 41.45%-42.9pp |
| Employer contribution / active EE | $3,442 | $6,248-44.9% | $5,501-37.4% | $4,869-29.3% |
| Participant deferral / active EE | $6,567 | $5,550+18.3% | $4,871+34.8% | $5,287+24.2% |
| Admin fee / account holder | $42,129 | $15,559+170.8% | $13,027+223.4% | $10,132+315.8% |