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 | $31,066 | $39,122-20.6% | $57,179-45.7% | $62,891-50.6% |
| Participation rate | 85.2% | 70.5%+14.7pp | 75.3%+9.8pp | 69.3%+15.9pp |
| Annual return | -2.44% | 9.23%-11.7pp | 14.59%-17.0pp | 20.14%-22.6pp |
| Employer contribution / active EE | $4,610 | $1,874+146.0% | $2,682+71.9% | $2,281+102.1% |
| Participant deferral / active EE | $1,744 | $2,374-26.5% | $3,096-43.7% | $3,203-45.5% |
| Admin fee / account holder | $1,075 | $2,592-58.5% | $3,139-65.7% | $4,296-75.0% |