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 | $58,412 | $94,529-38.2% | $140,016-58.3% | $64,186-9.0% |
| Participation rate | 89.3% | 84.1%+5.2pp | 87.5%+1.8pp | 69.6%+19.8pp |
| Annual return | -8.16% | 7.77%-15.9pp | 651.12%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,835 | $3,812+0.6% | $5,606-31.6% | $2,381+61.1% |
| Participant deferral / active EE | $9,244 | $5,250+76.1% | $6,927+33.4% | $3,470+166.4% |
| Admin fee / account holder | $4,581 | $6,741-32.0% | $10,705-57.2% | $4,888-6.3% |