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 9-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 | $23,424 | $48,076-51.3% | $78,689-70.2% | $62,891-62.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.84% | 31.35%-32.2pp | 62.18%-63.0pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,015 | $2,015-49.6% | $2,851-64.4% | $2,281-55.5% |
| Participant deferral / active EE | $1,287 | $2,588-50.3% | $3,517-63.4% | $3,203-59.8% |
| Admin fee / account holder | $883 | $3,207-72.5% | $4,510-80.4% | $4,296-79.4% |