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 | $63,143 | $83,477-24.4% | $125,175-49.6% | $72,985-13.5% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.2pp | 69.5%+8.1pp |
| Annual return | -2.62% | 25.78%-28.4pp | 43.79%-46.4pp | 81.00%-83.6pp |
| Employer contribution / active EE | $1,489 | $2,345-36.5% | $3,865-61.5% | $2,440-39.0% |
| Participant deferral / active EE | $2,980 | $3,585-16.9% | $4,937-39.6% | $3,607-17.4% |
| Admin fee / account holder | $2,154 | $5,517-61.0% | $9,702-77.8% | $5,124-58.0% |