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 | $62,520 | $62,586-0.1% | $76,768-18.6% | $64,186-2.6% |
| Participation rate | 94.9% | 72.8%+22.1pp | 77.0%+18.0pp | 69.6%+25.3pp |
| Annual return | -8.31% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,782 | $1,832+51.9% | $2,485+12.0% | $2,381+16.9% |
| Participant deferral / active EE | $6,800 | $3,145+116.3% | $3,852+76.6% | $3,470+96.0% |
| Admin fee / account holder | $2,769 | $4,667-40.7% | $6,675-58.5% | $4,888-43.4% |