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 | $145,240 | $71,883+102.1% | $86,677+67.6% | $68,494+112.0% |
| Participation rate | 82.3% | 72.2%+10.0pp | 76.6%+5.7pp | 67.9%+14.4pp |
| Annual return | -19.59% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,944 | $2,173+35.5% | $2,836+3.8% | $2,596+13.4% |
| Participant deferral / active EE | $6,937 | $3,779+83.6% | $4,656+49.0% | $4,027+72.2% |
| Admin fee / account holder | $2,151 | $6,112-64.8% | $7,493-71.3% | $5,403-60.2% |