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 | $46,791 | $46,674+0.2% | $117,472-60.2% | $68,494-31.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -21.91% | -14.52%-7.4pp | 29.74%-51.6pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,682 | $1,505+144.7% | $4,176-11.8% | $2,596+41.8% |
| Participant deferral / active EE | $4,428 | $2,636+68.0% | $4,070+8.8% | $4,027+10.0% |
| Admin fee / account holder | $8,582 | $4,020+113.5% | $5,645+52.0% | $5,403+58.9% |