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 | $57,048 | $94,529-39.7% | $140,016-59.3% | $64,186-11.1% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -10.70% | 7.77%-18.5pp | 651.12%-661.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $3,896 | $3,812+2.2% | $5,606-30.5% | $2,381+63.7% |
| Participant deferral / active EE | $9,825 | $5,250+87.1% | $6,927+41.8% | $3,470+183.2% |
| Admin fee / account holder | $1,925 | $6,741-71.4% | $10,705-82.0% | $4,888-60.6% |