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 | $40,409 | $181,894-77.8% | $156,549-74.2% | $273,961-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.98% | 30.74%-28.8pp | 32.23%-30.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,367 | $6,248-78.1% | $5,501-75.1% | $4,869-71.9% |
| Participant deferral / active EE | $7,052 | $5,550+27.1% | $4,871+44.8% | $5,287+33.4% |
| Admin fee / account holder | $350 | $15,559-97.7% | $13,027-97.3% | $10,132-96.5% |