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 | $27,605 | $72,177-61.8% | $115,037-76.0% | $59,632-53.7% |
| Participation rate | 73.6% | 72.6%+1.0pp | 81.4%-7.8pp | 68.7%+4.9pp |
| Annual return | -2.48% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $2,971 | $2,841+4.6% | $4,608-35.5% | $2,203+34.9% |
| Participant deferral / active EE | $4,291 | $4,783-10.3% | $6,026-28.8% | $3,192+34.4% |
| Admin fee / account holder | $4,818 | $4,927-2.2% | $8,175-41.1% | $4,297+12.1% |