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 | $52,597 | $77,813-32.4% | $123,544-57.4% | $64,186-18.1% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -9.06% | 12.48%-21.5pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,503 | $3,014-16.9% | $4,628-45.9% | $2,381+5.1% |
| Participant deferral / active EE | $5,942 | $5,240+13.4% | $6,426-7.5% | $3,470+71.3% |
| Admin fee / account holder | $320 | $5,519-94.2% | $9,284-96.6% | $4,888-93.4% |