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 | $80,049 | $67,411+18.7% | $91,001-12.0% | $70,131+14.1% |
| Participation rate | 84.6% | 71.4%+13.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 11.88% | -40.16%+52.0pp | 4.60%+7.3pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,525 | $1,786-14.6% | $2,456-37.9% | $2,342-34.9% |
| Participant deferral / active EE | $3,235 | $2,823+14.6% | $3,547-8.8% | $3,332-2.9% |
| Admin fee / account holder | $332 | $4,236-92.2% | $5,417-93.9% | $4,645-92.8% |