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 | $117,317 | $76,552+53.3% | $123,892-5.3% | $62,891+86.5% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | -2.08% | 18.68%-20.8pp | 47.52%-49.6pp | 20.14%-22.2pp |
| Employer contribution / active EE | $2,475 | $2,883-14.1% | $4,617-46.4% | $2,281+8.5% |
| Participant deferral / active EE | $9,672 | $4,840+99.8% | $5,984+61.6% | $3,203+202.0% |
| Admin fee / account holder | $4,584 | $4,826-5.0% | $8,357-45.2% | $4,296+6.7% |