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 | $29,052 | $61,660-52.9% | $80,019-63.7% | $64,186-54.7% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -8.24% | -0.33%-7.9pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,119 | $1,810+17.0% | $2,468-14.1% | $2,381-11.0% |
| Participant deferral / active EE | $3,382 | $2,968+14.0% | $3,686-8.2% | $3,470-2.5% |
| Admin fee / account holder | $7,947 | $5,417+46.7% | $6,521+21.9% | $4,888+62.6% |