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 | $51,691 | $99,341-48.0% | $84,750-39.0% | $273,961-81.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.63% | 22.93%-25.6pp | 22.78%-25.4pp | 41.45%-44.1pp |
| Employer contribution / active EE | $1,700 | $4,214-59.7% | $3,574-52.4% | $4,869-65.1% |
| Participant deferral / active EE | $6,694 | $4,269+56.8% | $3,712+80.4% | $5,287+26.6% |
| Admin fee / account holder | $1,418 | $6,644-78.7% | $5,332-73.4% | $10,132-86.0% |