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 | $30,600 | $77,813-60.7% | $123,544-75.2% | $64,186-52.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.29% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,532 | $3,014+50.4% | $4,628-2.1% | $2,381+90.4% |
| Participant deferral / active EE | $17,739 | $5,240+238.5% | $6,426+176.1% | $3,470+411.3% |
| Admin fee / account holder | $6,006 | $5,519+8.8% | $9,284-35.3% | $4,888+22.9% |