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 | $35,633 | $62,586-43.1% | $76,768-53.6% | $64,186-44.5% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -11.41% | -1.95%-9.5pp | 2.43%-13.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,266 | $1,832+23.7% | $2,485-8.8% | $2,381-4.8% |
| Participant deferral / active EE | $5,043 | $3,145+60.4% | $3,852+30.9% | $3,470+45.4% |
| Admin fee / account holder | $543 | $4,667-88.4% | $6,675-91.9% | $4,888-88.9% |