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 | $63,413 | $61,774+2.7% | $97,226-34.8% | $80,856-21.6% |
| Participation rate | 73.2% | 63.5%+9.7pp | 72.7%+0.5pp | 67.6%+5.5pp |
| Annual return | 8.55% | -557.90%+566.4pp | 75.13%-66.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $586 | $1,837-68.1% | $2,729-78.5% | $2,755-78.7% |
| Participant deferral / active EE | $3,930 | $3,029+29.8% | $4,264-7.8% | $4,296-8.5% |
| Admin fee / account holder | $8,738 | $5,166+69.1% | $5,654+54.6% | $6,918+26.3% |