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 | $34,115 | $67,411-49.4% | $91,001-62.5% | $70,131-51.4% |
| Participation rate | 85.3% | 71.4%+13.9pp | 75.6%+9.7pp | 69.5%+15.8pp |
| Annual return | 8.39% | -40.16%+48.6pp | 4.60%+3.8pp | 73.14%-64.7pp |
| Employer contribution / active EE | $2,247 | $1,786+25.8% | $2,456-8.5% | $2,342-4.1% |
| Participant deferral / active EE | $1,528 | $2,823-45.9% | $3,547-56.9% | $3,332-54.1% |
| Admin fee / account holder | $454 | $4,236-89.3% | $5,417-91.6% | $4,645-90.2% |