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 | $69,324 | $59,443+16.6% | $70,164-1.2% | $75,163-7.8% |
| Participation rate | 81.0% | 71.6%+9.3pp | 78.8%+2.1pp | 67.2%+13.8pp |
| Annual return | -1.73% | 18.53%-20.3pp | 18.87%-20.6pp | 160.62%-162.4pp |
| Employer contribution / active EE | $893 | $3,306-73.0% | $4,287-79.2% | $2,670-66.6% |
| Participant deferral / active EE | $8,017 | $3,653+119.5% | $5,395+48.6% | $4,125+94.4% |
| Admin fee / account holder | $14,527 | $4,397+230.4% | $4,561+218.5% | $5,651+157.1% |