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 | $55,123 | $99,341-44.5% | $84,750-35.0% | $273,961-79.9% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | -0.94% | 22.93%-23.9pp | 22.78%-23.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,874 | $4,214-55.5% | $3,574-47.6% | $4,869-61.5% |
| Participant deferral / active EE | $7,632 | $4,269+78.8% | $3,712+105.6% | $5,287+44.3% |
| Admin fee / account holder | $749 | $6,644-88.7% | $5,332-85.9% | $10,132-92.6% |