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 | $40,332 | $71,883-43.9% | $86,677-53.5% | $68,494-41.1% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -20.51% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,878 | $2,173+124.5% | $2,836+72.0% | $2,596+87.9% |
| Participant deferral / active EE | $6,309 | $3,779+67.0% | $4,656+35.5% | $4,027+56.7% |
| Admin fee / account holder | $940 | $6,112-84.6% | $7,493-87.5% | $5,403-82.6% |