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 | $33,517 | $67,411-50.3% | $91,001-63.2% | $70,131-52.2% |
| Participation rate | 88.2% | 71.4%+16.9pp | 75.6%+12.6pp | 69.5%+18.7pp |
| Annual return | 12.07% | -40.16%+52.2pp | 4.60%+7.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,278 | $1,786+27.5% | $2,456-7.2% | $2,342-2.8% |
| Participant deferral / active EE | $3,829 | $2,823+35.6% | $3,547+7.9% | $3,332+14.9% |
| Admin fee / account holder | $1,556 | $4,236-63.3% | $5,417-71.3% | $4,645-66.5% |