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 | $58,143 | $52,681+10.4% | $75,781-23.3% | $59,632-2.5% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | -3.14% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $2,019 | $2,193-8.0% | $3,323-39.3% | $2,203-8.3% |
| Participant deferral / active EE | $3,277 | $2,591+26.5% | $3,651-10.2% | $3,192+2.7% |
| Admin fee / account holder | $345 | $3,610-90.5% | $5,299-93.5% | $4,297-92.0% |