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 | $79,545 | $59,805+33.0% | $79,5500% | $68,494+16.1% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.5%+7.0pp | 67.9%+8.6pp |
| Annual return | -19.56% | -12.30%-7.3pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,681 | $1,505+144.6% | $2,413+52.5% | $2,596+41.8% |
| Participant deferral / active EE | $7,897 | $3,024+161.1% | $3,985+98.2% | $4,027+96.1% |
| Admin fee / account holder | $2,856 | $4,835-40.9% | $6,832-58.2% | $5,403-47.1% |