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 | $53,940 | $77,813-30.7% | $123,544-56.3% | $64,186-16.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -8.14% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $7,238 | $3,014+140.2% | $4,628+56.4% | $2,381+204.0% |
| Participant deferral / active EE | $15,643 | $5,240+198.5% | $6,426+143.5% | $3,470+350.9% |
| Admin fee / account holder | $10,194 | $5,519+84.7% | $9,284+9.8% | $4,888+108.6% |