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 | $72,363 | $61,660+17.4% | $80,019-9.6% | $64,186+12.7% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -8.29% | -0.33%-8.0pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $813 | $1,810-55.1% | $2,468-67.1% | $2,381-65.9% |
| Participant deferral / active EE | $3,745 | $2,968+26.2% | $3,686+1.6% | $3,470+7.9% |
| Admin fee / account holder | $860 | $5,417-84.1% | $6,521-86.8% | $4,888-82.4% |