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 | $34,280 | $77,813-55.9% | $123,544-72.3% | $64,186-46.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -10.37% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $3,673 | $3,014+21.9% | $4,628-20.6% | $2,381+54.3% |
| Participant deferral / active EE | $7,555 | $5,240+44.2% | $6,426+17.6% | $3,470+117.7% |
| Admin fee / account holder | $350 | $5,519-93.7% | $9,284-96.2% | $4,888-92.8% |