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 | $87,935 | $85,790+2.5% | $67,313+30.6% | $135,375-35.0% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -10.78% | -0.54%-10.2pp | -4.08%-6.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,686 | $3,487-23.0% | $2,566+4.7% | $4,779-43.8% |
| Participant deferral / active EE | $7,481 | $4,651+60.8% | $3,568+109.6% | $5,609+33.4% |
| Admin fee / account holder | $1,265 | $6,392-80.2% | $4,507-71.9% | $10,827-88.3% |