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 | $75,403 | $73,867+2.1% | $143,757-47.5% | $68,494+10.1% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -20.27% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $7,645 | $3,184+140.1% | $4,951+54.4% | $2,596+194.4% |
| Participant deferral / active EE | $3,914 | $3,384+15.7% | $5,637-30.6% | $4,027-2.8% |
| Admin fee / account holder | $5,184 | $5,755-9.9% | $14,673-64.7% | $5,403-4.0% |