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 | $72,975 | $153,772-52.5% | $133,980-45.5% | $273,961-73.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.65% | 36.51%-37.2pp | 29.30%-29.9pp | 41.45%-42.1pp |
| Employer contribution / active EE | $4,241 | $6,029-29.7% | $5,211-18.6% | $4,869-12.9% |
| Participant deferral / active EE | $7,041 | $6,958+1.2% | $6,282+12.1% | $5,287+33.2% |
| Admin fee / account holder | $1,390 | $11,765-88.2% | $9,324-85.1% | $10,132-86.3% |