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 | $54,760 | $58,577-6.5% | $83,333-34.3% | $64,186-14.7% |
| Participation rate | 96.3% | 72.0%+24.3pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -9.34% | 9.65%-19.0pp | 10.63%-20.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,258 | $2,098+55.3% | $3,379-3.6% | $2,381+36.9% |
| Participant deferral / active EE | $4,289 | $4,654-7.8% | $5,565-22.9% | $3,470+23.6% |
| Admin fee / account holder | $413 | $9,275-95.5% | $7,510-94.5% | $4,888-91.5% |