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 | $45,484 | $82,032-44.6% | $123,104-63.1% | $59,632-23.7% |
| Participation rate | 86.3% | 83.2%+3.1pp | 86.8%-0.5pp | 68.7%+17.6pp |
| Annual return | -3.03% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $2,314 | $3,297-29.8% | $5,151-55.1% | $2,203+5.1% |
| Participant deferral / active EE | $6,417 | $4,667+37.5% | $6,230+3.0% | $3,192+101.1% |
| Admin fee / account holder | $4,551 | $5,881-22.6% | $9,015-49.5% | $4,297+5.9% |