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 | $47,784 | $97,044-50.8% | $83,333-42.7% | $135,375-64.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.80% | 12.31%-22.1pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,064 | $4,143-26.0% | $3,379-9.3% | $4,779-35.9% |
| Participant deferral / active EE | $6,686 | $5,964+12.1% | $5,565+20.1% | $5,609+19.2% |
| Admin fee / account holder | $5,818 | $8,380-30.6% | $7,510-22.5% | $10,827-46.3% |