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 | $30,684 | $77,813-60.6% | $123,544-75.2% | $64,186-52.2% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -9.82% | 12.48%-22.3pp | 119.20%-129.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,753 | $3,014-41.8% | $4,628-62.1% | $2,381-26.4% |
| Participant deferral / active EE | $7,500 | $5,240+43.1% | $6,426+16.7% | $3,470+116.2% |
| Admin fee / account holder | $1,650 | $5,519-70.1% | $9,284-82.2% | $4,888-66.2% |