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 | $53,010 | $110,094-51.9% | $151,611-65.0% | $68,494-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.80% | -10.12%-10.7pp | 3.33%-24.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $7,067 | $4,471+58.1% | $6,166+14.6% | $2,596+172.2% |
| Participant deferral / active EE | $6,373 | $6,527-2.4% | $8,363-23.8% | $4,027+58.3% |
| Admin fee / account holder | $4,395 | $7,719-43.1% | $11,616-62.2% | $5,403-18.6% |