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 | $68,590 | $79,944-14.2% | $98,439-30.3% | $75,163-8.7% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.1pp |
| Annual return | -6.15% | 19.75%-25.9pp | 21.16%-27.3pp | 160.62%-166.8pp |
| Employer contribution / active EE | $1,843 | $2,264-18.6% | $3,048-39.5% | $2,670-31.0% |
| Participant deferral / active EE | $3,563 | $3,752-5.0% | $4,738-24.8% | $4,125-13.6% |
| Admin fee / account holder | $7,395 | $6,840+8.1% | $8,948-17.4% | $5,651+30.9% |