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 | $63,488 | $71,883-11.7% | $86,677-26.8% | $68,494-7.3% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -19.03% | 3.52%-22.6pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,158 | $2,173+45.3% | $2,836+11.3% | $2,596+21.6% |
| Participant deferral / active EE | $7,579 | $3,779+100.6% | $4,656+62.8% | $4,027+88.2% |
| Admin fee / account holder | $5,075 | $6,112-17.0% | $7,493-32.3% | $5,403-6.1% |