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 | $44,668 | $50,958-12.3% | $74,550-40.1% | $64,186-30.4% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.1%+18.0pp | 69.6%+17.5pp |
| Annual return | -9.38% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,979 | $1,115+256.8% | $1,961+102.9% | $2,381+67.1% |
| Participant deferral / active EE | $8,084 | $2,301+251.3% | $3,108+160.1% | $3,470+133.0% |
| Admin fee / account holder | $1,886 | $4,223-55.3% | $5,060-62.7% | $4,888-61.4% |