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 6-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 | $32,102 | $71,883-55.3% | $86,677-63.0% | $68,494-53.1% |
| Participation rate | 75.9% | 72.2%+3.6pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -21.90% | 3.52%-25.4pp | 35.91%-57.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,314 | $2,173+52.5% | $2,836+16.8% | $2,596+27.6% |
| Participant deferral / active EE | $9,059 | $3,779+139.7% | $4,656+94.6% | $4,027+125.0% |
| Admin fee / account holder | $3,790 | $6,112-38.0% | $7,493-49.4% | $5,403-29.9% |