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 | $27,815 | $96,557-71.2% | $80,975-65.7% | $273,961-89.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.47% | 15.14%-13.7pp | 17.10%-15.6pp | 41.45%-40.0pp |
| Employer contribution / active EE | $3,129 | $4,868-35.7% | $3,714-15.8% | $4,869-35.7% |
| Participant deferral / active EE | $4,045 | $6,598-38.7% | $5,696-29.0% | $5,287-23.5% |
| Admin fee / account holder | $4,519 | $7,492-39.7% | $5,516-18.1% | $10,132-55.4% |