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 | $64,826 | $62,586+3.6% | $76,768-15.6% | $64,186+1.0% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -8.01% | -1.95%-6.1pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,918 | $1,832+4.7% | $2,485-22.8% | $2,381-19.4% |
| Participant deferral / active EE | $5,319 | $3,145+69.1% | $3,852+38.1% | $3,470+53.3% |
| Admin fee / account holder | $369 | $4,667-92.1% | $6,675-94.5% | $4,888-92.4% |