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 | $74,363 | $59,107+25.8% | $86,436-14.0% | $68,494+8.6% |
| Participation rate | 75.8% | 75.2%+0.5pp | 80.3%-4.6pp | 67.9%+7.9pp |
| Annual return | -20.16% | -0.23%-19.9pp | 4394.89%-4415.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,656 | $2,519+5.5% | $3,769-29.5% | $2,596+2.3% |
| Participant deferral / active EE | $4,530 | $5,901-23.2% | $6,952-34.8% | $4,027+12.5% |
| Admin fee / account holder | $1,601 | $5,637-71.6% | $6,731-76.2% | $5,403-70.4% |