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 | $87,027 | $61,660+41.1% | $80,019+8.8% | $64,186+35.6% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.6%+27.7pp |
| Annual return | -7.92% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,276 | $1,810+136.2% | $2,468+73.3% | $2,381+79.6% |
| Participant deferral / active EE | $4,121 | $2,968+38.9% | $3,686+11.8% | $3,470+18.8% |
| Admin fee / account holder | $4,402 | $5,417-18.7% | $6,521-32.5% | $4,888-9.9% |