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 | $60,420 | $50,958+18.6% | $74,550-19.0% | $64,186-5.9% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.7pp |
| Annual return | -8.02% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,828 | $1,115+63.9% | $1,961-6.8% | $2,381-23.2% |
| Participant deferral / active EE | $2,252 | $2,301-2.1% | $3,108-27.5% | $3,470-35.1% |
| Admin fee / account holder | $1,383 | $4,223-67.2% | $5,060-72.7% | $4,888-71.7% |