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 | $107,324 | $110,094-2.5% | $151,611-29.2% | $68,494+56.7% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -19.60% | -10.12%-9.5pp | 3.33%-22.9pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,056 | $4,471-31.6% | $6,166-50.4% | $2,596+17.7% |
| Participant deferral / active EE | $8,112 | $6,527+24.3% | $8,363-3.0% | $4,027+101.4% |
| Admin fee / account holder | $458 | $7,719-94.1% | $11,616-96.1% | $5,403-91.5% |