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 | $30,789 | $99,341-69.0% | $84,750-63.7% | $273,961-88.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.60% | 22.93%-22.3pp | 22.78%-22.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,443 | $4,214-42.0% | $3,574-31.6% | $4,869-49.8% |
| Participant deferral / active EE | $8,672 | $4,269+103.1% | $3,712+133.6% | $5,287+64.0% |
| Admin fee / account holder | $1,968 | $6,644-70.4% | $5,332-63.1% | $10,132-80.6% |