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 | $186,246 | $99,341+87.5% | $84,750+119.8% | $273,961-32.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.05% | 22.93%-26.0pp | 22.78%-25.8pp | 41.45%-44.5pp |
| Employer contribution / active EE | $1,241 | $4,214-70.5% | $3,574-65.3% | $4,869-74.5% |
| Participant deferral / active EE | $7,858 | $4,269+84.1% | $3,712+111.7% | $5,287+48.6% |
| Admin fee / account holder | $925 | $6,644-86.1% | $5,332-82.7% | $10,132-90.9% |