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 | $52,995 | $58,577-9.5% | $83,333-36.4% | $64,186-17.4% |
| Participation rate | 93.6% | 72.0%+21.6pp | 77.8%+15.9pp | 69.6%+24.0pp |
| Annual return | -9.55% | 9.65%-19.2pp | 10.63%-20.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,742 | $2,098+30.7% | $3,379-18.8% | $2,381+15.2% |
| Participant deferral / active EE | $6,462 | $4,654+38.9% | $5,565+16.1% | $3,470+86.3% |
| Admin fee / account holder | $1,616 | $9,275-82.6% | $7,510-78.5% | $4,888-66.9% |