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 | $57,033 | $58,577-2.6% | $83,333-31.6% | $64,186-11.1% |
| Participation rate | 80.8% | 72.0%+8.7pp | 77.8%+3.0pp | 69.6%+11.2pp |
| Annual return | -8.47% | 9.65%-18.1pp | 10.63%-19.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,567 | $4,654+41.1% | $5,565+18.0% | $3,470+89.3% |
| Admin fee / account holder | $2,192 | $9,275-76.4% | $7,510-70.8% | $4,888-55.2% |