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 | $58,531 | $67,411-13.2% | $91,001-35.7% | $70,131-16.5% |
| Participation rate | 71.9% | 71.4%+0.5pp | 75.6%-3.7pp | 69.5%+2.3pp |
| Annual return | 9.98% | -40.16%+50.1pp | 4.60%+5.4pp | 73.14%-63.2pp |
| Employer contribution / active EE | $744 | $1,786-58.3% | $2,456-69.7% | $2,342-68.2% |
| Participant deferral / active EE | $3,306 | $2,823+17.1% | $3,547-6.8% | $3,332-0.8% |
| Admin fee / account holder | $3,028 | $4,236-28.5% | $5,417-44.1% | $4,645-34.8% |