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 | $37,410 | $52,681-29.0% | $75,781-50.6% | $59,632-37.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.69% | 2.95%-6.6pp | 9.68%-13.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,978 | $2,193+35.8% | $3,323-10.4% | $2,203+35.2% |
| Participant deferral / active EE | $2,445 | $2,591-5.6% | $3,651-33.0% | $3,192-23.4% |
| Admin fee / account holder | $4,971 | $3,610+37.7% | $5,299-6.2% | $4,297+15.7% |