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 | $21,094 | $77,813-72.9% | $123,544-82.9% | $64,186-67.1% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -10.10% | 12.48%-22.6pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,169 | $3,014-28.0% | $4,628-53.1% | $2,381-8.9% |
| Participant deferral / active EE | $3,644 | $5,240-30.5% | $6,426-43.3% | $3,470+5.0% |
| Admin fee / account holder | $3,354 | $5,519-39.2% | $9,284-63.9% | $4,888-31.4% |