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 | $68,389 | $105,630-35.3% | $87,507-21.8% | $273,961-75.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -8.31% | 12.25%-20.6pp | 12.21%-20.5pp | 41.45%-49.8pp |
| Employer contribution / active EE | $1,772 | $3,141-43.6% | $2,550-30.5% | $4,869-63.6% |
| Participant deferral / active EE | $5,976 | $3,601+66.0% | $3,149+89.8% | $5,287+13.0% |
| Admin fee / account holder | $2,115 | $4,781-55.8% | $4,221-49.9% | $10,132-79.1% |