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 | $39,239 | $43,327-9.4% | $59,878-34.5% | $64,186-38.9% |
| Participation rate | 86.6% | 69.2%+17.4pp | 74.7%+11.9pp | 69.6%+17.0pp |
| Annual return | -8.91% | -1.55%-7.4pp | 3.46%-12.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,628 | $2,028+29.6% | $2,722-3.4% | $2,381+10.4% |
| Participant deferral / active EE | $5,756 | $2,546+126.1% | $3,402+69.2% | $3,470+65.9% |
| Admin fee / account holder | $3,577 | $3,005+19.0% | $3,590-0.4% | $4,888-26.8% |