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 | $45,259 | $77,813-41.8% | $123,544-63.4% | $64,186-29.5% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -9.97% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $3,019 | $3,014+0.2% | $4,628-34.8% | $2,381+26.8% |
| Participant deferral / active EE | $6,762 | $5,240+29.1% | $6,426+5.2% | $3,470+94.9% |
| Admin fee / account holder | $753 | $5,519-86.4% | $9,284-91.9% | $4,888-84.6% |