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 | $79,289 | $56,897+39.4% | $84,750-6.4% | $62,891+26.1% |
| Participation rate | 93.3% | 68.5%+24.7pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | -4.87% | 6.30%-11.2pp | 22.78%-27.6pp | 20.14%-25.0pp |
| Employer contribution / active EE | $4,211 | $2,400+75.5% | $3,574+17.8% | $2,281+84.6% |
| Participant deferral / active EE | $1,620 | $2,709-40.2% | $3,712-56.3% | $3,203-49.4% |
| Admin fee / account holder | $2,587 | $3,581-27.7% | $5,332-51.5% | $4,296-39.8% |