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 | $21,311 | $56,897-62.5% | $84,750-74.9% | $62,891-66.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -6.25% | 6.30%-12.6pp | 22.78%-29.0pp | 20.14%-26.4pp |
| Employer contribution / active EE | $1,331 | $2,400-44.5% | $3,574-62.7% | $2,281-41.6% |
| Participant deferral / active EE | $2,190 | $2,709-19.2% | $3,712-41.0% | $3,203-31.6% |
| Admin fee / account holder | $910 | $3,581-74.6% | $5,332-82.9% | $4,296-78.8% |