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 | $67,783 | $61,660+9.9% | $80,019-15.3% | $64,186+5.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.82% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $7,755 | $1,810+328.4% | $2,468+214.3% | $2,381+225.7% |
| Participant deferral / active EE | $5,852 | $2,968+97.2% | $3,686+58.8% | $3,470+68.7% |
| Admin fee / account holder | $463 | $5,417-91.5% | $6,521-92.9% | $4,888-90.5% |