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 | $55,675 | $50,958+9.3% | $74,550-25.3% | $64,186-13.3% |
| Participation rate | 90.6% | 61.1%+29.6pp | 69.1%+21.5pp | 69.6%+21.1pp |
| Annual return | -8.77% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $230 | $1,115-79.4% | $1,961-88.3% | $2,381-90.3% |
| Participant deferral / active EE | $5,550 | $2,301+141.1% | $3,108+78.6% | $3,470+60.0% |
| Admin fee / account holder | $1,080 | $4,223-74.4% | $5,060-78.6% | $4,888-77.9% |