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 | $47,104 | $62,586-24.7% | $76,768-38.6% | $64,186-26.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -10.33% | -1.95%-8.4pp | 2.43%-12.8pp | 7.63%-18.0pp |
| Employer contribution / active EE | $2,417 | $1,832+31.9% | $2,485-2.7% | $2,381+1.5% |
| Participant deferral / active EE | $6,558 | $3,145+108.5% | $3,852+70.3% | $3,470+89.0% |
| Admin fee / account holder | $3,978 | $4,667-14.8% | $6,675-40.4% | $4,888-18.6% |