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 | $41,042 | $96,557-57.5% | $80,975-49.3% | $273,961-85.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -4.40% | 15.14%-19.5pp | 17.10%-21.5pp | 41.45%-45.9pp |
| Employer contribution / active EE | $2,016 | $4,868-58.6% | $3,714-45.7% | $4,869-58.6% |
| Participant deferral / active EE | $6,422 | $6,598-2.7% | $5,696+12.7% | $5,287+21.5% |
| Admin fee / account holder | $12,786 | $7,492+70.7% | $5,516+131.8% | $10,132+26.2% |