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 | $86,436 | $60,349+43.2% | $74,183+16.5% | $62,891+37.4% |
| Participation rate | 76.9% | 72.7%+4.2pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | -1.42% | 21.37%-22.8pp | 17.74%-19.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,523 | $1,680-9.3% | $2,370-35.7% | $2,281-33.2% |
| Participant deferral / active EE | $3,748 | $2,856+31.2% | $3,550+5.6% | $3,203+17.0% |
| Admin fee / account holder | $6,500 | $4,261+52.5% | $5,586+16.4% | $4,296+51.3% |