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 | $154,339 | $62,586+146.6% | $76,768+101.0% | $64,186+140.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -8.29% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,680 | $1,832-8.3% | $2,485-32.4% | $2,381-29.4% |
| Participant deferral / active EE | $2,904 | $3,145-7.7% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $6,809 | $4,667+45.9% | $6,675+2.0% | $4,888+39.3% |