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 | $27,008 | $53,596-49.6% | $90,645-70.2% | $64,186-57.9% |
| Participation rate | 81.4% | 64.5%+16.9pp | 74.0%+7.4pp | 69.6%+11.8pp |
| Annual return | -8.80% | 4.41%-13.2pp | 1.88%-10.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,289 | $1,503+52.3% | $2,532-9.6% | $2,381-3.9% |
| Participant deferral / active EE | $5,720 | $2,459+132.6% | $3,425+67.0% | $3,470+64.9% |
| Admin fee / account holder | $567 | $3,868-85.4% | $4,994-88.7% | $4,888-88.4% |