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 | $53,745 | $58,577-8.2% | $83,333-35.5% | $64,186-16.3% |
| Participation rate | 97.1% | 72.0%+25.1pp | 77.8%+19.4pp | 69.6%+27.6pp |
| Annual return | -8.95% | 9.65%-18.6pp | 10.63%-19.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $3,513 | $2,098+67.4% | $3,379+4.0% | $2,381+47.6% |
| Participant deferral / active EE | $4,012 | $4,654-13.8% | $5,565-27.9% | $3,470+15.6% |
| Admin fee / account holder | $1,210 | $9,275-87.0% | $7,510-83.9% | $4,888-75.3% |