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 | $35,265 | $61,660-42.8% | $80,019-55.9% | $64,186-45.1% |
| Participation rate | 84.8% | 71.7%+13.1pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | -27.28% | -0.33%-26.9pp | 11.22%-38.5pp | 7.63%-34.9pp |
| Employer contribution / active EE | $2,767 | $1,810+52.8% | $2,468+12.1% | $2,381+16.2% |
| Participant deferral / active EE | $5,700 | $2,968+92.1% | $3,686+54.6% | $3,470+64.3% |
| Admin fee / account holder | $3,483 | $5,417-35.7% | $6,521-46.6% | $4,888-28.8% |