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 | $53,086 | $61,660-13.9% | $80,019-33.7% | $64,186-17.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.88% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,820 | $1,810+111.0% | $2,468+54.8% | $2,381+60.4% |
| Participant deferral / active EE | $3,183 | $2,968+7.3% | $3,686-13.6% | $3,470-8.3% |
| Admin fee / account holder | $5,140 | $5,417-5.1% | $6,521-21.2% | $4,888+5.1% |