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 | $77,984 | $72,277+7.9% | $101,248-23.0% | $79,858-2.3% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -7.70% | 22.30%-30.0pp | 46.47%-54.2pp | 31.71%-39.4pp |
| Employer contribution / active EE | $2,113 | $2,692-21.5% | $3,660-42.3% | $2,471-14.5% |
| Participant deferral / active EE | $4,526 | $3,282+37.9% | $4,370+3.6% | $3,740+21.0% |
| Admin fee / account holder | $5,014 | $4,400+14.0% | $5,945-15.7% | $5,306-5.5% |