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 | $32,114 | $77,813-58.7% | $123,544-74.0% | $64,186-50.0% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | -8.82% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $5,020 | $3,014+66.6% | $4,628+8.5% | $2,381+110.9% |
| Participant deferral / active EE | $6,499 | $5,240+24.0% | $6,426+1.2% | $3,470+87.3% |
| Admin fee / account holder | $2,418 | $5,519-56.2% | $9,284-74.0% | $4,888-50.5% |