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 | $22,355 | $77,813-71.3% | $123,544-81.9% | $64,186-65.2% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -10.42% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $3,459 | $3,014+14.8% | $4,628-25.2% | $2,381+45.3% |
| Participant deferral / active EE | $5,680 | $5,240+8.4% | $6,426-11.6% | $3,470+63.7% |
| Admin fee / account holder | $474 | $5,519-91.4% | $9,284-94.9% | $4,888-90.3% |