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 | $45,111 | $65,703-31.3% | $94,224-52.1% | $59,632-24.4% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | -3.30% | 5.22%-8.5pp | 10.68%-14.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,302 | $2,021-35.6% | $3,587-63.7% | $2,203-40.9% |
| Participant deferral / active EE | $2,324 | $3,143-26.1% | $4,320-46.2% | $3,192-27.2% |
| Admin fee / account holder | $1,873 | $4,264-56.1% | $6,269-70.1% | $4,297-56.4% |