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 | $99,316 | $97,044+2.3% | $83,333+19.2% | $135,375-26.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.03% | 12.31%-22.3pp | 10.63%-20.7pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,542 | $4,143-38.6% | $3,379-24.8% | $4,779-46.8% |
| Participant deferral / active EE | $7,039 | $5,964+18.0% | $5,565+26.5% | $5,609+25.5% |
| Admin fee / account holder | $803 | $8,380-90.4% | $7,510-89.3% | $10,827-92.6% |