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 | $62,985 | $48,076+31.0% | $78,689-20.0% | $62,891+0.1% |
| Participation rate | 93.2% | 65.2%+28.0pp | 73.6%+19.7pp | 69.3%+23.9pp |
| Annual return | -5.08% | 31.35%-36.4pp | 62.18%-67.3pp | 20.14%-25.2pp |
| Employer contribution / active EE | $2,038 | $2,015+1.2% | $2,851-28.5% | $2,281-10.6% |
| Participant deferral / active EE | $2,336 | $2,588-9.7% | $3,517-33.6% | $3,203-27.1% |
| Admin fee / account holder | $559 | $3,207-82.6% | $4,510-87.6% | $4,296-87.0% |