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 | $47,866 | $77,813-38.5% | $123,544-61.3% | $64,186-25.4% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -8.40% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,725 | $3,014+23.6% | $4,628-19.5% | $2,381+56.5% |
| Participant deferral / active EE | $7,440 | $5,240+42.0% | $6,426+15.8% | $3,470+114.4% |
| Admin fee / account holder | $1,500 | $5,519-72.8% | $9,284-83.8% | $4,888-69.3% |