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 | $122,398 | $215,361-43.2% | $171,082-28.5% | $273,961-55.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.43% | 25.14%-24.7pp | 32.56%-32.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $13,519 | $4,967+172.2% | $4,002+237.8% | $4,869+177.7% |
| Participant deferral / active EE | $8,508 | $5,543+53.5% | $4,797+77.4% | $5,287+60.9% |
| Admin fee / account holder | $1,080 | $10,846-90.0% | $8,520-87.3% | $10,132-89.3% |