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 | $25,557 | $50,464-49.4% | $75,781-66.3% | $52,331-51.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -3.18% | 1.03%-4.2pp | 9.68%-12.9pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,571 | $1,988-21.0% | $3,323-52.7% | $1,882-16.5% |
| Participant deferral / active EE | $2,509 | $2,570-2.4% | $3,651-31.3% | $3,022-17.0% |
| Admin fee / account holder | $462 | $1,103-58.1% | $5,299-91.3% | $592-21.8% |