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 | $61,651 | $71,883-14.2% | $86,677-28.9% | $68,494-10.0% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -21.70% | 3.52%-25.2pp | 35.91%-57.6pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,160 | $2,173+45.4% | $2,836+11.4% | $2,596+21.7% |
| Participant deferral / active EE | $7,253 | $3,779+91.9% | $4,656+55.8% | $4,027+80.1% |
| Admin fee / account holder | $6,846 | $6,112+12.0% | $7,493-8.6% | $5,403+26.7% |