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 | $19,685 | $115,882-83.0% | $100,516-80.4% | $158,922-87.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.42% | 34.79%-36.2pp | 30.89%-32.3pp | 302.83%-304.2pp |
| Employer contribution / active EE | $577 | $4,103-85.9% | $3,418-83.1% | $4,761-87.9% |
| Participant deferral / active EE | $9,424 | $6,674+41.2% | $6,270+50.3% | $5,982+57.5% |
| Admin fee / account holder | $2,995 | $10,995-72.8% | $8,081-62.9% | $11,246-73.4% |