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 | $38,496 | $61,660-37.6% | $80,019-51.9% | $64,186-40.0% |
| Participation rate | 74.4% | 71.7%+2.7pp | 75.8%-1.5pp | 69.6%+4.8pp |
| Annual return | -8.33% | -0.33%-8.0pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,585 | $1,810+42.8% | $2,468+4.7% | $2,381+8.6% |
| Participant deferral / active EE | $4,474 | $2,968+50.8% | $3,686+21.4% | $3,470+29.0% |
| Admin fee / account holder | $862 | $5,417-84.1% | $6,521-86.8% | $4,888-82.4% |