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 | $39,594 | $96,557-59.0% | $80,975-51.1% | $273,961-85.5% |
| Participation rate | 88.2% | 79.1%+9.2pp | 75.8%+12.4pp | 83.0%+5.2pp |
| Annual return | -0.98% | 15.14%-16.1pp | 17.10%-18.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $3,459 | $4,868-28.9% | $3,714-6.9% | $4,869-28.9% |
| Participant deferral / active EE | $4,663 | $6,598-29.3% | $5,696-18.1% | $5,287-11.8% |
| Admin fee / account holder | $352 | $7,492-95.3% | $5,516-93.6% | $10,132-96.5% |