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 | $49,522 | $45,073+9.9% | $69,455-28.7% | $72,985-32.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | -7.13% | 22.65%-29.8pp | 28.97%-36.1pp | 81.00%-88.1pp |
| Employer contribution / active EE | $3,617 | $2,054+76.1% | $2,779+30.2% | $2,440+48.3% |
| Participant deferral / active EE | $8,660 | $2,602+232.9% | $3,535+144.9% | $3,607+140.1% |
| Admin fee / account holder | $2,972 | $3,056-2.7% | $3,839-22.6% | $5,124-42.0% |