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 | $84,511 | $62,586+35.0% | $76,768+10.1% | $64,186+31.7% |
| Participation rate | 98.0% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | -8.32% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,793 | $1,832+52.4% | $2,485+12.4% | $2,381+17.3% |
| Participant deferral / active EE | $7,505 | $3,145+138.6% | $3,852+94.8% | $3,470+116.3% |
| Admin fee / account holder | $854 | $4,667-81.7% | $6,675-87.2% | $4,888-82.5% |