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 | $31,785 | $61,660-48.5% | $80,019-60.3% | $64,186-50.5% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | -8.91% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,340 | $1,810+29.3% | $2,468-5.2% | $2,381-1.7% |
| Participant deferral / active EE | $4,054 | $2,968+36.6% | $3,686+10.0% | $3,470+16.9% |
| Admin fee / account holder | $467 | $5,417-91.4% | $6,521-92.8% | $4,888-90.4% |